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MPS Loria Financial Planners’s Expedia Group EXPE Stock Holding History

MPS Loria Financial Planners’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
2020
Q4 		– Sell
-169
Closed -$15K – 622
2020
Q3 		$15K Hold
169
– – 0.01% 213
2020
Q2 		$14K Buy
+169
New +$12.3K 0.01% 224

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's EXPE Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of Expedia Group (EXPE) in Q4 2020, closing a stake of 169 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in EXPE in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 666 funds tracked by Wall St. Rank hold EXPE as of Q4 2020.

  • MPS Loria Financial Planners reported no remaining Expedia Group position as of Q4 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 169 Expedia Group shares in Q4 2020, an estimated $15K.
  • MPS Loria Financial Planners first reported a position in Expedia Group in Q2 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Expedia Group position peaked at $15K in Q3 2020.
  • 666 funds tracked by Wall St. Rank held Expedia Group as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.