SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / EXPD

Swaine & Leidel Wealth Services, LLC’s Expeditors Intl Wash Inc Position

Does Swaine & Leidel Wealth Services, LLC own Expeditors Intl Wash Inc (EXPD)? Not currently — the last reported position was 8.0K shares worth $1M in Q3 2019; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$1M
Q3 2019
Shares
8.0K
% of Portfolio
+1.02%
Quarters Held
3
position exited

Position History EXPD

Reported value by quarter
Q1 ’19: $982,000Q1 ’19Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20198.0K$1M+1.02%
Q2 20197.9K$1M+1.16%
Q1 20198.0K$982,000+1.24%

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