JPLA
TRIP icon

Joseph P. Lucia & Associates’s TripAdvisor TRIP Stock Holding History

Joseph P. Lucia & Associates’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$4K – 411
2022
Q2 		$4K Sell
200
-500
-71% -$11.9K ﹤0.01% 360
2022
Q1 		$19K Buy
+700
New +$18.7K 0.01% 272
2021
Q4 		– Sell
-8,490
Closed -$287K – 512
2021
Q3 		$287K Buy
8,490
+5,090
+150% +$183K 0.17% 106
2021
Q2 		$137K Buy
3,400
+1,500
+79% +$67.7K 0.08% 142
2021
Q1 		$102K Buy
1,900
+700
+58% +$30K 0.05% 158
2020
Q4 		$35K Buy
+1,200
New +$28.9K 0.02% 214
2019
Q3 		– Sell
-250
Closed -$12K – 485
2019
Q2 		$12K Buy
+250
New +$12.2K 0.01% 287

Other funds holding TRIP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return