KI
EXPE icon

Kula Investments’s Expedia Group EXPE Stock Holding History

Kula Investments’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
Q1 		$1.35M Buy
13,912
+5,242
+60% +$550K 0.33% 53
2022
Q4 		$759K Buy
+8,670
New +$820K 0.22% 103

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kula Investments's EXPE Position: Q1 2023 in Review

Kula Investments increased its Expedia Group (EXPE) stake by 60% in Q1 2023, buying an estimated $550K and bringing the position to 13,912 shares worth $1.35M. The position accounts for 0.33% of the portfolio, ranked #53.

Kula Investments first reported a position in EXPE in Q4 2022 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold EXPE as of Q1 2023.

  • Kula Investments held 13,912 shares of Expedia Group worth $1.35M as of Q1 2023.
  • Kula Investments bought 5,242 Expedia Group shares in Q1 2023, an estimated $550K.
  • Expedia Group made up 0.33% of Kula Investments's portfolio in Q1 2023, its #53 holding.
  • Kula Investments first reported a position in Expedia Group in Q4 2022 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Expedia Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.