Valeo Financial Advisors’s Expeditors International EXPD Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-179	Closed	-$19K	–	938
2021 Q1	$19K	Buy	179 +3	+2%	+$289	﹤0.01%	1171
2020 Q4	$17K	Buy	176 +1	+0.6%	+$91	﹤0.01%	1062
2020 Q3	$16K	Sell	175 -317	-64%	-$27K	﹤0.01%	967
2020 Q2	$37K	Buy	492 +52	+12%	+$3.8K	﹤0.01%	832
2020 Q1	$32K	Buy	440 +15	+4%	+$1.07K	﹤0.01%	746
2019 Q4	$33K	Buy	425 +50	+13%	+$3.75K	﹤0.01%	784
2019 Q3	$28K	Hold	375	–	–	﹤0.01%	762
2019 Q2	$28K	Sell	375 -139	-27%	-$10.5K	﹤0.01%	757
2019 Q1	$39K	Hold	514	–	–	﹤0.01%	618
2018 Q4	$35K	Sell	514 -41	-7%	-$2.88K	﹤0.01%	577
2018 Q3	$37K	Hold	555	–	–	0.01%	609
2018 Q2	$40K	Sell	555 -131	-19%	-$9.15K	0.01%	587
2018 Q1	$43K	Sell	686 -19	-3%	-$1.22K	0.01%	520
2017 Q4	$46K	Buy	705 +555	+370%	+$34K	0.01%	482
2017 Q3	$9K	Buy	+150	New	+$8.59K	﹤0.01%	722

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's EXPD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Expeditors International (EXPD) in Q2 2021, closing a stake of 179 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in EXPD in Q3 2017 and held it in 15 quarters. The position peaked at $46K in Q4 2017. 718 funds tracked by Wall St. Rank hold EXPD as of Q2 2021.

Valeo Financial Advisors reported no remaining Expeditors International position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 179 Expeditors International shares in Q2 2021, an estimated $19K.
Valeo Financial Advisors first reported a position in Expeditors International in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Expeditors International position peaked at $46K in Q4 2017.
718 funds tracked by Wall St. Rank held Expeditors International as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.