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Unique Wealth Strategies’s Expeditors International EXPD Stock Holding History

Unique Wealth Strategies’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
Q1 		– Sell
-5,490
Closed -$698K – 192
2023
Q4 		$698K Buy
+5,490
New +$647K 0.47% 82

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Unique Wealth Strategies's EXPD Position: Q1 2024 in Review

Unique Wealth Strategies sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 5,490 shares — an estimated $698K sold.

Unique Wealth Strategies first reported a position in EXPD in Q4 2023 and held it in 1 quarter. The position peaked at $698K in Q4 2023. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

  • Unique Wealth Strategies reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 5,490 Expeditors International shares in Q1 2024, an estimated $698K.
  • Unique Wealth Strategies first reported a position in Expeditors International in Q4 2023 and held it in 1 quarter.
  • Unique Wealth Strategies's Expeditors International position peaked at $698K in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Unique Wealth Strategies's 13F filing for Q1 2024, filed 26 Apr 2024.