West Family Investments’s Expeditors International EXPD Stock Holding History

West Family Investments’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 Q2	–	Sell	-1,930	Closed	-$235K	–	258
2024 Q1	$235K	Buy	+1,930	New	+$239K	0.07%	227
2023 Q3	–	Sell	-1,793	Closed	-$217K	–	236
2023 Q2	$217K	Buy	+1,793	New	+$204K	0.08%	207
2022 Q3	–	Sell	-4,648	Closed	-$453K	–	230
2022 Q2	$453K	Buy	+4,648	New	+$476K	0.18%	100
2022 Q1	–	Sell	-3,013	Closed	-$405K	–	311
2021 Q4	$405K	Sell	3,013 -994	-25%	-$124K	0.11%	159
2021 Q3	$477K	Buy	4,007 +1,380	+53%	+$173K	0.12%	143
2021 Q2	$333K	Buy	+2,627	New	+$310K	0.09%	208

Other funds holding EXPD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

West Family Investments's EXPD Position: Q2 2024 in Review

West Family Investments sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 1,930 shares — an estimated $235K sold.

West Family Investments first reported a position in EXPD in Q2 2021 and held it in 6 quarters. The position peaked at $477K in Q3 2021. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

West Family Investments reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
West Family Investments sold 1,930 Expeditors International shares in Q2 2024, an estimated $235K.
West Family Investments first reported a position in Expeditors International in Q2 2021 and held it in 6 quarters.
West Family Investments's Expeditors International position peaked at $477K in Q3 2021.
811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on West Family Investments's 13F filing for Q2 2024, filed 5 Aug 2024.