JPLA
EXPE icon

Joseph P. Lucia & Associates’s Expedia Group EXPE Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-183
Closed -$30K – 256
2021
Q3 		$30K Hold
183
– – 0.02% 264
2021
Q2 		$30K Hold
183
– – 0.02% 265
2021
Q1 		$31K Buy
+183
New +$28.2K 0.01% 246

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Joseph P. Lucia & Associates's EXPE Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Expedia Group (EXPE) in Q4 2021, closing a stake of 183 shares — an estimated $30K sold.

Joseph P. Lucia & Associates first reported a position in EXPE in Q1 2021 and held it in 3 quarters. The position peaked at $31K in Q1 2021. 811 funds tracked by Wall St. Rank hold EXPE as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Expedia Group position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 183 Expedia Group shares in Q4 2021, an estimated $30K.
  • Joseph P. Lucia & Associates first reported a position in Expedia Group in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Expedia Group position peaked at $31K in Q1 2021.
  • 811 funds tracked by Wall St. Rank held Expedia Group as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.