Kaizen Advisory’s Expedia Group EXPE Stock Holding History

Kaizen Advisory’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
2018 Q4	$36K	Buy	318 +42	+15%	+$5.03K	0.03%	385
2018 Q3	$36K	Hold	276	–	–	0.02%	400
2018 Q2	$33K	Buy	276 +154	+126%	+$17.8K	0.02%	433
2018 Q1	$13K	Hold	122	–	–	0.01%	421
2017 Q4	$15K	Buy	+122	New	+$15.8K	0.01%	376

Other funds holding EXPE

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Kaizen Advisory's EXPE Position: Q4 2018 in Review

Kaizen Advisory increased its Expedia Group (EXPE) stake by 15% in Q4 2018, buying an estimated $5.03K and bringing the position to 318 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #385.

Kaizen Advisory first reported a position in EXPE in Q4 2017 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold EXPE as of Q4 2018.

Kaizen Advisory held 318 shares of Expedia Group worth $36K as of Q4 2018.
Kaizen Advisory bought 42 Expedia Group shares in Q4 2018, an estimated $5.03K.
Expedia Group made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #385 holding.
Kaizen Advisory first reported a position in Expedia Group in Q4 2017 and has held it in 5 quarters since.
620 funds tracked by Wall St. Rank held Expedia Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.