BerganKDV Wealth Management’s Expedia Group EXPE Stock Holding History

BerganKDV Wealth Management’s Portfolio EXPE Stock Details EXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$876	Hold	8	–	–	﹤0.01%	769
2023 Q1	$777	Hold	8	–	–	﹤0.01%	933
2022 Q4	$701	Hold	8	–	–	﹤0.01%	914
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	880
2022 Q2	$1K	Sell	8 -1	-11%	-$142	﹤0.01%	894
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	848
2021 Q4	$2K	Sell	9 -5	-36%	-$850	﹤0.01%	908
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	876
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	809
2021 Q1	$2K	Sell	14 -52	-79%	-$8K	﹤0.01%	775
2020 Q4	$9K	Buy	66 +53	+408%	+$5.97K	﹤0.01%	582
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	790
2020 Q2	$1K	Buy	+13	New	+$945	﹤0.01%	845

Other funds holding EXPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return