WI
EXPD icon

Wintrust Investments’s Expeditors International EXPD Stock Holding History

Wintrust 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
Q4 		– Sell
-200
Closed -$26K – 453
2024
Q3 		$26K Sell
200
-1,843
-90% -$226K 0.02% 432
2024
Q2 		$255K Hold
2,043
– – 0.02% 409
2024
Q1 		$248K Sell
2,043
-26
-1% -$3.21K 0.02% 410
2023
Q4 		$263K Hold
2,069
– – 0.03% 373
2023
Q3 		$237K Buy
2,069
+13
+0.6% +$1.54K 0.02% 360
2023
Q2 		$249K Sell
2,056
-399
-16% -$45.4K 0.03% 368
2023
Q1 		$270K Hold
2,455
– – 0.03% 287
2022
Q4 		$255K Hold
2,455
– – 0.03% 310
2022
Q3 		$217K Buy
2,455
+13
+0.5% +$1.3K 0.03% 368
2022
Q2 		$238K Buy
+2,442
New +$250K 0.03% 339
2021
Q4 		– Sell
-1,692
Closed -$202K – 424
2021
Q3 		$202K Hold
1,692
– – 0.03% 264
2021
Q2 		$214K Buy
+1,692
New +$200K 0.02% 398
2019
Q3 		– Sell
-2,650
Closed -$201K – 364
2019
Q2 		$201K Sell
2,650
-600
-18% -$45.3K 0.03% 353
2019
Q1 		$247K Sell
3,250
-600
-16% -$43.3K 0.04% 299
2018
Q4 		$262K Sell
3,850
-400
-9% -$28.1K 0.05% 277
2018
Q3 		$313K Buy
4,250
+150
+4% +$11.1K 0.05% 281
2018
Q2 		$300K Sell
4,100
-65
-2% -$4.54K 0.05% 280
2018
Q1 		$264K Sell
4,165
-35
-0.8% -$2.25K 0.07% 210
2017
Q4 		$272K Sell
4,200
-200
-5% -$12.3K 0.06% 238
2017
Q3 		$263K Buy
+4,400
New +$252K 0.07% 237

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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wintrust Investments's EXPD Position: Q4 2024 in Review

Wintrust Investments sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 200 shares — an estimated $26K sold.

Wintrust Investments first reported a position in EXPD in Q3 2017 and held it in 20 quarters. The position peaked at $313K in Q3 2018. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Wintrust Investments reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 200 Expeditors International shares in Q4 2024, an estimated $26K.
  • Wintrust Investments first reported a position in Expeditors International in Q3 2017 and held it in 20 quarters.
  • Wintrust Investments's Expeditors International position peaked at $313K in Q3 2018.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.