SimplyRich’s Expedia Group EXPE Stock Holding History

SimplyRich’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
2019 Q4	–	Sell	-1,992	Closed	-$263K	–	156
2019 Q3	$263K	Buy	1,992 +28	+1%	+$3.7K	0.14%	130
2019 Q2	$261K	Buy	+1,964	New	+$242K	0.14%	134
2018 Q4	–	Sell	-2,057	Closed	-$268K	–	96
2018 Q3	$268K	Hold	2,057	–	–	0.15%	138
2018 Q2	$247K	Hold	2,057	–	–	0.14%	145
2018 Q1	$227K	Sell	2,057 -6,861	-77%	-$799K	0.13%	164
2017 Q4	$1.07M	Buy	+8,918	New	+$1.16M	0.6%	53

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

PCM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SimplyRich's EXPE Position: Q4 2019 in Review

SimplyRich sold out of Expedia Group (EXPE) in Q4 2019, closing a stake of 1,992 shares — an estimated $263K sold.

SimplyRich first reported a position in EXPE in Q4 2017 and held it in 6 quarters. The position peaked at $1.07M in Q4 2017. 668 funds tracked by Wall St. Rank hold EXPE as of Q4 2019.

SimplyRich reported no remaining Expedia Group position as of Q4 2019 after selling out during the quarter.
SimplyRich sold 1,992 Expedia Group shares in Q4 2019, an estimated $263K.
SimplyRich first reported a position in Expedia Group in Q4 2017 and held it in 6 quarters.
SimplyRich's Expedia Group position peaked at $1.07M in Q4 2017.
668 funds tracked by Wall St. Rank held Expedia Group as of Q4 2019.

Based on SimplyRich's 13F filing for Q4 2019, filed 27 Jan 2020.