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Advisory Research’s XPO XPO Stock Holding History

Advisory Research’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,707
Closed -$518K – 416
2021
Q2 		$518K Sell
10,707
-338
-3% -$16.5K 0.03% 262
2021
Q1 		$471K Sell
11,045
-194
-2% -$8.05K 0.03% 268
2020
Q4 		$463K Sell
11,239
-4,750
-30% -$172K 0.03% 264
2020
Q3 		$468K Sell
15,989
-3,765
-19% -$108K 0.05% 241
2020
Q2 		$528K Sell
19,754
-4,583
-19% -$110K 0.05% 237
2020
Q1 		$410K Buy
24,337
+2,773
+13% +$74.1K 0.03% 214
2019
Q4 		$594K Sell
21,564
-5,870
-21% -$161K 0.03% 227
2019
Q3 		$679K Buy
+27,434
New +$634K 0.03% 224
2018
Q4 		– Sell
-19,002
Closed -$750K – 403
2018
Q3 		$750K Sell
19,002
-2,923
-13% -$106K 0.01% 276
2018
Q2 		$760K Buy
21,925
+4,805
+28% +$174K 0.01% 281
2018
Q1 		$603K Sell
17,120
-66,207
-79% -$2.21M 0.01% 296
2017
Q4 		$2.64M Sell
83,327
-93,236
-53% -$2.38M 0.04% 190
2017
Q3 		$4.14M Sell
176,563
-16,368
-8% -$343K 0.07% 159
2017
Q2 		$4.31M Sell
192,931
-108,772
-36% -$2.04M 0.07% 163
2017
Q1 		$5M Buy
301,703
+12,925
+4% +$211K 0.07% 170
2016
Q4 		$4.31M Buy
+288,778
New +$4.02M 0.06% 141

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Advisory Research's XPO Position: Q3 2021 in Review

Advisory Research sold out of XPO (XPO) in Q3 2021, closing a stake of 10,707 shares — an estimated $518K sold.

Advisory Research first reported a position in XPO in Q4 2016 and held it in 16 quarters. The position peaked at $5M in Q1 2017. 485 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

  • Advisory Research reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
  • Advisory Research sold 10,707 XPO shares in Q3 2021, an estimated $518K.
  • Advisory Research first reported a position in XPO in Q4 2016 and held it in 16 quarters.
  • Advisory Research's XPO position peaked at $5M in Q1 2017.
  • 485 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.