Laidlaw Wealth Management’s Expedia Group EXPE Stock Holding History

Laidlaw Wealth 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
2023 Q4	–	Sell	-2,416	Closed	-$249K	–	243
2023 Q3	$249K	Buy	+2,416	New	+$267K	0.08%	224

Other funds holding EXPE

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

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

Laidlaw Wealth Management's EXPE Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Expedia Group (EXPE) in Q4 2023, closing a stake of 2,416 shares — an estimated $249K sold.

Laidlaw Wealth Management first reported a position in EXPE in Q3 2023 and held it in 1 quarter. The position peaked at $249K in Q3 2023. 793 funds tracked by Wall St. Rank hold EXPE as of Q4 2023.

Laidlaw Wealth Management reported no remaining Expedia Group position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 2,416 Expedia Group shares in Q4 2023, an estimated $249K.
Laidlaw Wealth Management first reported a position in Expedia Group in Q3 2023 and held it in 1 quarter.
Laidlaw Wealth Management's Expedia Group position peaked at $249K in Q3 2023.
793 funds tracked by Wall St. Rank held Expedia Group as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.