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TLW Wealth Management’s Expeditors International EXPD Stock Holding History

TLW Wealth Management’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-35,727
Closed -$2.79M – 23
2019
Q4 		$2.79M Buy
35,727
+100
+0.3% +$7.49K 2.42% 21
2019
Q3 		$2.65M Buy
35,627
+2,161
+6% +$158K 2.48% 20
2019
Q2 		$2.54M Sell
33,466
-404
-1% -$30.5K 2.47% 20
2019
Q1 		$2.57M Buy
+33,870
New +$2.45M 2.74% 18

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TLW Wealth Management's EXPD Position: Q1 2020 in Review

TLW Wealth Management sold out of Expeditors International (EXPD) in Q1 2020, closing a stake of 35,727 shares — an estimated $2.79M sold.

TLW Wealth Management first reported a position in EXPD in Q1 2019 and held it in 4 quarters. The position peaked at $2.79M in Q4 2019. 577 funds tracked by Wall St. Rank hold EXPD as of Q1 2020.

  • TLW Wealth Management reported no remaining Expeditors International position as of Q1 2020 after selling out during the quarter.
  • TLW Wealth Management sold 35,727 Expeditors International shares in Q1 2020, an estimated $2.79M.
  • TLW Wealth Management first reported a position in Expeditors International in Q1 2019 and held it in 4 quarters.
  • TLW Wealth Management's Expeditors International position peaked at $2.79M in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Expeditors International as of Q1 2020.

Based on TLW Wealth Management's 13F filing for Q1 2020, filed 1 May 2020.