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Householder Group Estate & Retirement Specialist’s Expedia Group EXPE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-9
Closed -$928 – 1191
2023
Q3 		$928 Buy
+9
New +$993 ﹤0.01% 1149
2023
Q1 		$1K Hold
9
– – ﹤0.01% 1139
2022
Q4 		$0 Hold
9
– – ﹤0.01% 553
2022
Q3 		$0 Buy
+9
New +$919 ﹤0.01% 1125

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EXPE Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Expedia Group (EXPE) in Q4 2023, closing a stake of 9 shares — an estimated $928 sold.

Householder Group Estate & Retirement Specialist first reported a position in EXPE in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2023. 794 funds tracked by Wall St. Rank hold EXPE as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Expedia Group position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9 Expedia Group shares in Q4 2023, an estimated $928.
  • Householder Group Estate & Retirement Specialist first reported a position in Expedia Group in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Expedia Group position peaked at $1K in Q1 2023.
  • 794 funds tracked by Wall St. Rank held Expedia Group as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.