Loring Wolcott & Coolidge Fiduciary Advisors’s Expedia Group EXPE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-45	Closed	-$4.92K	–	623
2023 Q2	$4.92K	Buy	+45	New	+$4.41K	﹤0.01%	576
2019 Q4	–	Sell	-2	Closed	–	–	680
2019 Q3	$0	Buy	+2	New	+$264	﹤0.01%	692
2017 Q4	–	Sell	-3	Closed	–	–	780
2017 Q3	$0	Buy	+3	New	+$444	﹤0.01%	820

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

PCM

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EXPE Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Expedia Group (EXPE) in Q3 2023, closing a stake of 45 shares — an estimated $4.92K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EXPE in Q3 2017 and held it in 3 quarters. The position peaked at $4.92K in Q2 2023. 717 funds tracked by Wall St. Rank hold EXPE as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Expedia Group position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 45 Expedia Group shares in Q3 2023, an estimated $4.92K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Expedia Group in Q3 2017 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Expedia Group position peaked at $4.92K in Q2 2023.
717 funds tracked by Wall St. Rank held Expedia Group as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.