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Western Financial Corp’s Expeditors International EXPD Stock Holding History

Western Financial Corp’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
2022
Q1 		– Sell
-11,330
Closed -$1.52M – 98
2021
Q4 		$1.52M Buy
11,330
+1,859
+20% +$233K 0.8% 26
2021
Q3 		$1.13M Buy
9,471
+1,276
+16% +$160K 0.67% 31
2021
Q2 		$1.04M Buy
+8,195
New +$967K 0.56% 33

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Western Financial Corp's EXPD Position: Q1 2022 in Review

Western Financial Corp sold out of Expeditors International (EXPD) in Q1 2022, closing a stake of 11,330 shares — an estimated $1.52M sold.

Western Financial Corp first reported a position in EXPD in Q2 2021 and held it in 3 quarters. The position peaked at $1.52M in Q4 2021. 757 funds tracked by Wall St. Rank hold EXPD as of Q1 2022.

  • Western Financial Corp reported no remaining Expeditors International position as of Q1 2022 after selling out during the quarter.
  • Western Financial Corp sold 11,330 Expeditors International shares in Q1 2022, an estimated $1.52M.
  • Western Financial Corp first reported a position in Expeditors International in Q2 2021 and held it in 3 quarters.
  • Western Financial Corp's Expeditors International position peaked at $1.52M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Expeditors International as of Q1 2022.

Based on Western Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.