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Buckley Wealth Management’s Expedia Group EXPE Stock Holding History

Buckley 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
2019
Q3 		– Sell
-2,221
Closed -$295K – 140
2019
Q2 		$295K Buy
2,221
+24
+1% +$2.96K 0.14% 125
2019
Q1 		$261K Buy
+2,197
New +$267K 0.12% 131
2018
Q4 		– Sell
-1,557
Closed -$203K – 143
2018
Q3 		$203K Buy
+1,557
New +$202K 0.09% 152

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckley Wealth Management's EXPE Position: Q3 2019 in Review

Buckley Wealth Management sold out of Expedia Group (EXPE) in Q3 2019, closing a stake of 2,221 shares — an estimated $295K sold.

Buckley Wealth Management first reported a position in EXPE in Q3 2018 and held it in 3 quarters. The position peaked at $295K in Q2 2019. 644 funds tracked by Wall St. Rank hold EXPE as of Q3 2019.

  • Buckley Wealth Management reported no remaining Expedia Group position as of Q3 2019 after selling out during the quarter.
  • Buckley Wealth Management sold 2,221 Expedia Group shares in Q3 2019, an estimated $295K.
  • Buckley Wealth Management first reported a position in Expedia Group in Q3 2018 and held it in 3 quarters.
  • Buckley Wealth Management's Expedia Group position peaked at $295K in Q2 2019.
  • 644 funds tracked by Wall St. Rank held Expedia Group as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.