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Tocqueville Asset Management’s Expeditors International EXPD Stock Holding History

Tocqueville Asset 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
2024
Q4 		– Sell
-1,708
Closed -$224K – 549
2024
Q3 		$224K Buy
+1,708
New +$209K ﹤0.01% 497
2021
Q2 		– Sell
-97,777
Closed -$10.5M – 741
2021
Q1 		$10.5M Sell
97,777
-5,170
-5% -$498K 0.16% 147
2020
Q4 		$9.79M Buy
102,947
+1,240
+1% +$113K 0.16% 141
2020
Q3 		$9.21M Sell
101,707
-1,215
-1% -$103K 0.18% 125
2020
Q2 		$7.83M Buy
102,922
+34,032
+49% +$2.49M 0.16% 137
2020
Q1 		$4.6M Buy
+68,890
New +$4.91M 0.11% 177
2014
Q3 		– Sell
-1,200
Closed -$53K – 981
2014
Q2 		$53K Hold
1,200
– – ﹤0.01% 1305
2014
Q1 		$48K Hold
1,200
– – ﹤0.01% 1030
2013
Q4 		$53K Buy
+1,200
New +$52.4K ﹤0.01% 1037

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tocqueville Asset Management's EXPD Position: Q4 2024 in Review

Tocqueville Asset Management sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 1,708 shares — an estimated $224K sold.

Tocqueville Asset Management first reported a position in EXPD in Q4 2013 and held it in 9 quarters. The position peaked at $10.5M in Q1 2021. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Tocqueville Asset Management reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Tocqueville Asset Management sold 1,708 Expeditors International shares in Q4 2024, an estimated $224K.
  • Tocqueville Asset Management first reported a position in Expeditors International in Q4 2013 and held it in 9 quarters.
  • Tocqueville Asset Management's Expeditors International position peaked at $10.5M in Q1 2021.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Tocqueville Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.