YorkBridge Wealth Partners’s Expedia Group EXPE Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-252	Closed	-$34K	–	333
2019 Q2	$34K	Hold	252	–	–	0.02%	410
2019 Q1	$30K	Hold	252	–	–	0.01%	412
2018 Q4	$28K	Hold	252	–	–	0.01%	389
2018 Q3	$33K	Hold	252	–	–	0.02%	408
2018 Q2	$30K	Hold	252	–	–	0.01%	430
2018 Q1	$27K	Hold	252	–	–	0.01%	450
2017 Q4	$32K	Hold	252	–	–	0.02%	421
2017 Q3	$36K	Hold	252	–	–	0.02%	416
2017 Q2	$37K	Hold	252	–	–	0.02%	406
2017 Q1	$35K	Hold	252	–	–	0.02%	413
2016 Q4	$32K	Buy	+252	New	+$30.7K	0.02%	413

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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

ACM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

YorkBridge Wealth Partners's EXPE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Expedia Group (EXPE) in Q3 2019, closing a stake of 252 shares — an estimated $34K sold.

YorkBridge Wealth Partners first reported a position in EXPE in Q4 2016 and held it in 11 quarters. The position peaked at $37K in Q2 2017. 644 funds tracked by Wall St. Rank hold EXPE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Expedia Group position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 252 Expedia Group shares in Q3 2019, an estimated $34K.
YorkBridge Wealth Partners first reported a position in Expedia Group in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Expedia Group position peaked at $37K in Q2 2017.
644 funds tracked by Wall St. Rank held Expedia Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.