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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return