WP
EXPD icon

WealthSource Partners’s Expeditors International EXPD Stock Holding History

WealthSource 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
2023
Q4 		$376K Buy
2,956
+95
+3% +$11.2K 0.02% 381
2023
Q3 		$328K Buy
2,861
+125
+5% +$14.9K 0.02% 393
2023
Q2 		$331K Buy
+2,736
New +$311K 0.02% 388

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthSource Partners's EXPD Position: Q4 2023 in Review

WealthSource Partners increased its Expeditors International (EXPD) stake by 3.3% in Q4 2023, buying an estimated $11.2K and bringing the position to 2,956 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #381.

WealthSource Partners first reported a position in EXPD in Q2 2023 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • WealthSource Partners held 2,956 shares of Expeditors International worth $376K as of Q4 2023.
  • WealthSource Partners bought 95 Expeditors International shares in Q4 2023, an estimated $11.2K.
  • Expeditors International made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #381 holding.
  • WealthSource Partners first reported a position in Expeditors International in Q2 2023 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.