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Squar Milner Financial Services’s Expedia Group EXPE Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-24
Closed -$1K – 373
2020
Q1 		$1K Sell
24
-10
-29% -$960 ﹤0.01% 712
2019
Q4 		$3K Buy
+34
New +$3.99K ﹤0.01% 690
2019
Q3 		– Sell
-34
Closed -$5K – 376
2019
Q2 		$5K Hold
34
– – ﹤0.01% 590
2019
Q1 		$4K Buy
+34
New +$4.13K ﹤0.01% 689

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Squar Milner Financial Services's EXPE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Expedia Group (EXPE) in Q2 2020, closing a stake of 24 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in EXPE in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 563 funds tracked by Wall St. Rank hold EXPE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Expedia Group position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 24 Expedia Group shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Expedia Group in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Expedia Group position peaked at $5K in Q2 2019.
  • 563 funds tracked by Wall St. Rank held Expedia Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.