Anchor Investment Management’s XPO XPO Stock Holding History

Anchor Investment Management’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
2019 Q1	–	Sell	-318	Closed	-$6.27K	–	822
2018 Q4	$6.27K	Hold	318	–	–	﹤0.01%	671
2018 Q3	$12.6K	Hold	318	–	–	﹤0.01%	622
2018 Q2	$11K	Buy	+318	New	+$11.5K	﹤0.01%	643

Other funds holding XPO

OAG

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Anchor Investment Management's XPO Position: Q1 2019 in Review

Anchor Investment Management sold out of XPO (XPO) in Q1 2019, closing a stake of 318 shares — an estimated $6.27K sold.

Anchor Investment Management first reported a position in XPO in Q2 2018 and held it in 3 quarters. The position peaked at $12.6K in Q3 2018. 388 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

Anchor Investment Management reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
Anchor Investment Management sold 318 XPO shares in Q1 2019, an estimated $6.27K.
Anchor Investment Management first reported a position in XPO in Q2 2018 and held it in 3 quarters.
Anchor Investment Management's XPO position peaked at $12.6K in Q3 2018.
388 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on Anchor Investment Management's 13F filing for Q1 2019, filed 3 Jan 2024.