Lyrical U.S. Value Equity Fund EXPE Holdings History
Lyrical U.S. Value Equity Fund's Expedia Group Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 297,397.00 shares of Expedia Group Inc(EXPE), totaling $58.87 Mil. This investment constitutes 5.36% of their stock portfolio, and Ultimus Managers Trust now holds 0.23% of the outstanding Expedia Group Inc(EXPE) stock.
The initial trade took place in 2023Q3. And since then Lyrical U.S. Value Equity Fund has made 6 purchases of EXPE, at an average price of $124.83, for a total of 307,042.00 shares. In addition, there have been 1 sales at an average price of $109.10 for 9,645.00 shares. Based on historical transaction data and EXPE's current price of $178.30, Lyrical U.S. Value Equity Fund's estimated gain on his EXPE holdings is $15.75 Mil, reflecting a 41.10% gain to date.
Lyrical U.S. Value Equity Fund EXPE ($178.30) Holding Chart
Lyrical U.S. Value Equity Fund EXPE ($178.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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