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Wetzel Investment Advisors’s Expeditors International EXPD Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-5
Closed -$608 – 381
2024
Q2 		$608 Sell
5
-102
-95% -$12.2K ﹤0.01% 855
2024
Q1 		$12.3K Buy
107
+7
+7% +$865 0.01% 487
2023
Q4 		$13K Buy
+100
New +$11.8K 0.01% 455

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 $3.38T AUM 44.17% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wetzel Investment Advisors's EXPD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Expeditors International (EXPD) in Q3 2024, closing a stake of 5 shares — an estimated $608 sold.

Wetzel Investment Advisors first reported a position in EXPD in Q4 2023 and held it in 3 quarters. The position peaked at $13K in Q4 2023. 821 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Expeditors International position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 Expeditors International shares in Q3 2024, an estimated $608.
  • Wetzel Investment Advisors first reported a position in Expeditors International in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Expeditors International position peaked at $13K in Q4 2023.
  • 821 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.