Lee Financial’s Expedia Group EXPE Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-62	Closed	-$9.41K	–	390
2023 Q4	$9.41K	Buy	+62	New	+$7.59K	﹤0.01%	442
2022 Q2	–	Sell	-15	Closed	-$3K	–	893
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	571
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	667
2021 Q3	$2K	Buy	+15	New	+$2.32K	﹤0.01%	613
2017 Q3	–	Sell	-19	Closed	-$3K	–	492
2017 Q2	$3K	Buy	+19	New	+$2.67K	﹤0.01%	435

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

Norges Bank Oslo, Norway $935B AUM

Lee Financial's EXPE Position: Q1 2024 in Review

Lee Financial sold out of Expedia Group (EXPE) in Q1 2024, closing a stake of 62 shares — an estimated $9.41K sold.

Lee Financial first reported a position in EXPE in Q2 2017 and held it in 5 quarters. The position peaked at $9.41K in Q4 2023. 825 funds tracked by Wall St. Rank hold EXPE as of Q1 2024.

Lee Financial reported no remaining Expedia Group position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 62 Expedia Group shares in Q1 2024, an estimated $9.41K.
Lee Financial first reported a position in Expedia Group in Q2 2017 and held it in 5 quarters.
Lee Financial's Expedia Group position peaked at $9.41K in Q4 2023.
825 funds tracked by Wall St. Rank held Expedia Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.