Truvvo Partners’s Expeditors International EXPD Stock Holding History

Truvvo Partners’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
2018 Q1	–	Sell	-9,144	Closed	-$592K	–	102
2017 Q4	$592K	Hold	9,144	–	–	0.2%	95
2017 Q3	$547K	Buy	9,144 +4,268	+88%	+$244K	0.18%	97
2017 Q2	$273K	Buy	+4,876	New	+$268K	0.1%	118
2016 Q4	–	Sell	-8,403	Closed	-$433K	–	124
2016 Q3	$433K	Sell	8,403 -2,354	-22%	-$119K	0.19%	98
2016 Q2	$528K	Sell	10,757 -4,145	-28%	-$201K	0.27%	78
2016 Q1	$727K	Buy	14,902 +1,960	+15%	+$89.8K	0.33%	55
2015 Q4	$584K	Buy	+12,942	New	+$627K	0.31%	72

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truvvo Partners's EXPD Position: Q1 2018 in Review

Truvvo Partners sold out of Expeditors International (EXPD) in Q1 2018, closing a stake of 9,144 shares — an estimated $592K sold.

Truvvo Partners first reported a position in EXPD in Q4 2015 and held it in 7 quarters. The position peaked at $727K in Q1 2016. 573 funds tracked by Wall St. Rank hold EXPD as of Q1 2018.

Truvvo Partners reported no remaining Expeditors International position as of Q1 2018 after selling out during the quarter.
Truvvo Partners sold 9,144 Expeditors International shares in Q1 2018, an estimated $592K.
Truvvo Partners first reported a position in Expeditors International in Q4 2015 and held it in 7 quarters.
Truvvo Partners's Expeditors International position peaked at $727K in Q1 2016.
573 funds tracked by Wall St. Rank held Expeditors International as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.