UBP Investment Advisors’s Expeditors International EXPD Stock Holding History

UBP Investment Advisors’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
2022 Q3	$370K	Hold	4,151	–	–	0.19%	72
2022 Q2	$400K	Sell	4,151 -10,305	-71%	-$1.06M	0.16%	76
2022 Q1	$720K	Buy	14,456 +10,791	+294%	+$1.19M	0.27%	62
2021 Q4	$490K	Buy	3,665 +46	+1%	+$5.76K	0.18%	75
2021 Q3	$430K	Sell	3,619 -1,333	-27%	-$167K	0.17%	81
2021 Q2	$630K	Sell	4,952 -4,973	-50%	-$587K	0.23%	74
2021 Q1	$1.07M	Buy	+9,925	New	+$955K	0.44%	44

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBP Investment Advisors's EXPD Position: Q3 2022 in Review

UBP Investment Advisors held its Expeditors International (EXPD) position steady in Q3 2022 at 4,151 shares worth $370K. The position accounts for 0.19% of the portfolio, ranked #72.

UBP Investment Advisors first reported a position in EXPD in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2021. 708 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

UBP Investment Advisors held 4,151 shares of Expeditors International worth $370K as of Q3 2022.
UBP Investment Advisors left its Expeditors International share count unchanged in Q3 2022.
Expeditors International made up 0.19% of UBP Investment Advisors's portfolio in Q3 2022, its #72 holding.
UBP Investment Advisors first reported a position in Expeditors International in Q1 2021 and has held it in 7 quarters since.
UBP Investment Advisors's Expeditors International position peaked at $1.07M in Q1 2021.
708 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.