WIL
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Winifred I. Li’s Expeditors International EXPD Stock Holding History

Winifred I. Li’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
2014
Q4 		$684K Hold
15,335
– – 0.65% 53
2014
Q3 		$622K Sell
15,335
-400
-3% -$17K 0.59% 57
2014
Q2 		$695K Hold
15,735
– – 0.59% 57
2014
Q1 		$624K Sell
15,735
-965
-6% -$39.6K 0.54% 60
2013
Q4 		$739K Hold
16,700
– – 0.64% 50
2013
Q3 		$736K Sell
16,700
-300
-2% -$12.4K 0.68% 37
2013
Q2 		$647K Buy
+17,000
New +$637K 0.6% 52

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

Winifred I. Li's EXPD Position: Q4 2014 in Review

Winifred I. Li held its Expeditors International (EXPD) position steady in Q4 2014 at 15,335 shares worth $684K. The position accounts for 0.65% of the portfolio, ranked #53.

Winifred I. Li first reported a position in EXPD in Q2 2013 and has held it in 7 quarters since. The position peaked at $739K in Q4 2013. 493 funds tracked by Wall St. Rank hold EXPD as of Q4 2014.

  • Winifred I. Li held 15,335 shares of Expeditors International worth $684K as of Q4 2014.
  • Winifred I. Li left its Expeditors International share count unchanged in Q4 2014.
  • Expeditors International made up 0.65% of Winifred I. Li's portfolio in Q4 2014, its #53 holding.
  • Winifred I. Li first reported a position in Expeditors International in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Expeditors International position peaked at $739K in Q4 2013.
  • 493 funds tracked by Wall St. Rank held Expeditors International as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.