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WHG
Westwood Holdings Group’s
Expeditors International
EXPD
Stock Holding History
Westwood Holdings Group’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
Q1
–
Sell
-6,740
Closed
-$700K
–
524
2022
Q4
$700K
Sell
6,740
-964
-13%
-$99.4K
0.01%
381
2022
Q3
$680K
Sell
7,704
-6,247
-45%
-$625K
0.01%
345
2022
Q2
$1.36M
Sell
13,951
-123
-0.9%
-$12.6K
0.01%
316
2022
Q1
$1.45M
Sell
14,074
-4,388
-24%
-$484K
0.01%
333
2021
Q4
$2.48M
Buy
18,462
+7,445
+68%
+$932K
0.02%
281
2021
Q3
$1.31M
Sell
11,017
-3,190
-22%
-$399K
0.01%
322
2021
Q2
$1.8M
Sell
14,207
-17,963
-56%
-$2.12M
0.02%
297
2021
Q1
$3.46M
Sell
32,170
-3,722
-10%
-$358K
0.03%
275
2020
Q4
$3.41M
Sell
35,892
-1,602
-4%
-$146K
0.04%
273
2020
Q3
$3.39M
Sell
37,494
-2,223
-6%
-$189K
0.04%
255
2020
Q2
$3.02M
Buy
39,717
+4,793
+14%
+$350K
0.04%
267
2020
Q1
$2.33M
Sell
34,924
-4,580
-12%
-$327K
0.04%
264
2019
Q4
$3.08M
Sell
39,504
-489
-1%
-$36.6K
0.03%
282
2019
Q3
$2.97M
Sell
39,993
-1,364
-3%
-$99.9K
0.03%
279
2019
Q2
$3.14M
Sell
41,357
-5,023
-11%
-$379K
0.03%
283
2019
Q1
$3.52M
Sell
46,380
-409
-0.9%
-$29.5K
0.04%
231
2018
Q4
$3.19M
Sell
46,789
-1,051
-2%
-$73.8K
0.04%
226
2018
Q3
$3.52M
Sell
47,840
-5,602
-10%
-$414K
0.03%
241
2018
Q2
$3.91M
Sell
53,442
-199
-0.4%
-$13.9K
0.03%
238
2018
Q1
$3.4M
Buy
+53,641
New
+$3.45M
0.03%
253
Other funds holding EXPD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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