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Virtus Family Office’s Expeditors International EXPD Stock Holding History

Virtus Family Office’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
2023
Q2 		– Sell
-11,134
Closed -$1.23M – 44
2023
Q1 		$1.23M Buy
11,134
+37
+0.3% +$4.02K 2.42% 17
2022
Q4 		$1.15M Buy
11,097
+1,816
+20% +$187K 2.58% 21
2022
Q3 		$820K Buy
+9,281
New +$929K 2.1% 24

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Family Office's EXPD Position: Q2 2023 in Review

Virtus Family Office sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 11,134 shares — an estimated $1.23M sold.

Virtus Family Office first reported a position in EXPD in Q3 2022 and held it in 3 quarters. The position peaked at $1.23M in Q1 2023. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

  • Virtus Family Office reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
  • Virtus Family Office sold 11,134 Expeditors International shares in Q2 2023, an estimated $1.23M.
  • Virtus Family Office first reported a position in Expeditors International in Q3 2022 and held it in 3 quarters.
  • Virtus Family Office's Expeditors International position peaked at $1.23M in Q1 2023.
  • 796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on Virtus Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.