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Insight Capital Research & Management’s Expedia Group EXPE Stock Holding History

Insight Capital Research & 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
2016
Q1 		– Sell
-38,219
Closed -$4.75M – 100
2015
Q4 		$4.75M Buy
+38,219
New +$4.84M 1.38% 25
2014
Q4 		– Sell
-55,976
Closed -$4.91M – 127
2014
Q3 		$4.91M Buy
+55,976
New +$4.69M 1.28% 30

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Insight Capital Research & Management's EXPE Position: Q1 2016 in Review

Insight Capital Research & Management sold out of Expedia Group (EXPE) in Q1 2016, closing a stake of 38,219 shares — an estimated $4.75M sold.

Insight Capital Research & Management first reported a position in EXPE in Q3 2014 and held it in 2 quarters. The position peaked at $4.91M in Q3 2014. 511 funds tracked by Wall St. Rank hold EXPE as of Q1 2016.

  • Insight Capital Research & Management reported no remaining Expedia Group position as of Q1 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 38,219 Expedia Group shares in Q1 2016, an estimated $4.75M.
  • Insight Capital Research & Management first reported a position in Expedia Group in Q3 2014 and held it in 2 quarters.
  • Insight Capital Research & Management's Expedia Group position peaked at $4.91M in Q3 2014.
  • 511 funds tracked by Wall St. Rank held Expedia Group as of Q1 2016.

Based on Insight Capital Research & Management's 13F filing for Q1 2016, filed 10 May 2016.