Geller Advisors’s Expedia Group EXPE Stock Holding History

Geller Advisors’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
2024 Q4	$346K	Buy	1,857 +20	+1%	+$3.45K	0.02%	184
2024 Q3	$272K	Sell	1,837 -20	-1%	-$2.65K	0.02%	220
2024 Q2	$234K	Sell	1,857 -3	-0.2%	-$370	0.02%	238
2024 Q1	$256K	Buy	1,860 +28	+2%	+$3.98K	0.02%	230
2023 Q4	$278K	Buy	+1,832	New	+$224K	0.03%	213
2023 Q3	–	Sell	-1,904	Closed	-$208K	–	257
2023 Q2	$208K	Buy	+1,904	New	+$187K	0.03%	243
2022 Q2	–	Sell	-1,335	Closed	-$261K	–	144
2022 Q1	$261K	Buy	1,335 +64	+5%	+$12K	0.05%	125
2021 Q4	$230K	Buy	1,271 +4	+0.3%	+$680	0.04%	153
2021 Q3	$208K	Buy	1,267 +1	+0.1%	+$155	0.05%	153
2021 Q2	$207K	Buy	+1,266	New	+$217K	0.04%	131

Other funds holding EXPE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geller Advisors's EXPE Position: Q4 2024 in Review

Geller Advisors increased its Expedia Group (EXPE) stake by 1.1% in Q4 2024, buying an estimated $3.45K and bringing the position to 1,857 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #184.

Geller Advisors first reported a position in EXPE in Q2 2021 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold EXPE as of Q4 2024.

Geller Advisors held 1,857 shares of Expedia Group worth $346K as of Q4 2024.
Geller Advisors bought 20 Expedia Group shares in Q4 2024, an estimated $3.45K.
Expedia Group made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #184 holding.
Geller Advisors first reported a position in Expedia Group in Q2 2021 and has held it in 10 quarters since.
905 funds tracked by Wall St. Rank held Expedia Group as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.