SEC 13F Intelligence

Willingdon Wealth Management / EXPD

Willingdon Wealth Management’s Expeditors Intl Wash Inc Position

Does Willingdon Wealth Management own Expeditors Intl Wash Inc (EXPD)? Yes — 82.6K shares worth $6M (+1.39% of its 13F portfolio) as of Q1 2020, up from 24 shares the prior filed quarter.

Position Value
$6M
Q1 2020
Shares
82.6K
% of Portfolio
+1.39%
Quarters Held
4
currently held

Position History EXPD

Reported value by quarter
Q4 ’18: $25,000Q4 ’18Q3 ’19: $2,000Q3 ’19Q4 ’19: $2,000Q4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202082.6K$6M+1.39%
Q4 201924$2,0000.00%
Q3 201924$2,0000.00%
Q4 2018362$25,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of EXPD.