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Expeditors International of Washington, Inc

EXPD

Expeditors International of Washington, Inc

Expeditors International of Washington, Inc historical holders

total: 4

ValueAct Holdings Expeditors International of Washington, Inc transactions over time

Total transactions:
3
New positions:
1
Sold out:
1
Reduced:
1
Held since:
2014 Q1
Held for:
2 quarters
Latest activity:
2014 Q3
Jeffrey Ubben has been an institutional investor in Expeditors International of Washington, Inc (EXPD) since 2014 Q1. According to 2026 Q1 report, Jeffrey Ubben doesn't hold any shares. The fund/company first acquired EXPD in 2014 Q1, initially purchasing about 2.19M shares. Since the initial investment, ValueAct Holdings has made 2 more transactions in this position.

When did Jeffrey Ubben exit their EXPD position?

Jeffrey Ubben no longer holds Expeditors International of Washington, Inc (EXPD). They sold off their entire position in 2014 Q3, closing out an investment that began in 2014 Q1.

When did Jeffrey Ubben first invest in EXPD?

Jeffrey Ubben first invested in Expeditors International of Washington, Inc (EXPD) in 2014 Q1 at the reported quarter-end price of $39.63 per share, acquiring 2,186,700 shares in their initial purchase.

What is Jeffrey Ubben's average cost basis for EXPD?

Based on historical transaction data, Jeffrey Ubben's estimated cost basis for Expeditors International of Washington, Inc (EXPD) is approximately $39.63 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$39.63
Weighted AVG sell price:
$44.16

EXPD transactions history by ValueAct Holdings

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q3
0.00%
$44.16
-100% (-905,364)
2014 Q2
0.30%
$44.16
-58.60% (-1,281,336)
2014 Q1
0.65%
$39.63
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.