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Aperio Group’s XPO XPO Stock Holding History

Aperio Group’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
2020
Q4 		$4.04M Buy
97,914
+5,025
+5% +$182K 0.01% 922
2020
Q3 		$2.72M Buy
92,889
+460
+0.5% +$13.2K 0.01% 981
2020
Q2 		$2.47M Sell
92,429
-22,328
-19% -$535K 0.01% 1012
2020
Q1 		$1.94M Sell
114,757
-2,029
-2% -$54.2K 0.01% 1025
2019
Q4 		$3.22M Buy
116,786
+1,257
+1% +$34.5K 0.01% 888
2019
Q3 		$2.86M Buy
115,529
+10,129
+10% +$234K 0.01% 907
2019
Q2 		$2.11M Buy
105,400
+8,784
+9% +$179K 0.01% 1029
2019
Q1 		$1.8M Sell
96,616
-38,643
-29% -$742K 0.01% 1076
2018
Q4 		$2.67M Buy
135,259
+70,281
+108% +$1.95M 0.01% 870
2018
Q3 		$2.57M Buy
64,978
+16,446
+34% +$598K 0.01% 929
2018
Q2 		$1.68M Sell
48,532
-911
-2% -$33.1K 0.01% 1104
2018
Q1 		$1.74M Buy
49,443
+11,407
+30% +$380K 0.01% 1064
2017
Q4 		$1.21M Buy
38,036
+3,351
+10% +$85.7K 0.01% 1203
2017
Q3 		$813K Sell
34,685
-46
-0.1% -$963 ﹤0.01% 1394
2017
Q2 		$776K Buy
34,731
+6,118
+21% +$115K ﹤0.01% 1377
2017
Q1 		$474K Buy
28,613
+7,983
+39% +$130K ﹤0.01% 1580
2016
Q4 		$308K Buy
+20,630
New +$287K ﹤0.01% 1780

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Aperio Group's XPO Position: Q4 2020 in Review

Aperio Group increased its XPO (XPO) stake by 5.4% in Q4 2020, buying an estimated $182K and bringing the position to 97,914 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #922.

Aperio Group first reported a position in XPO in Q4 2016 and has held it in 17 quarters since. 482 funds tracked by Wall St. Rank hold XPO as of Q4 2020.

  • Aperio Group held 97,914 shares of XPO worth $4.04M as of Q4 2020.
  • Aperio Group bought 5,025 XPO shares in Q4 2020, an estimated $182K.
  • XPO made up 0.01% of Aperio Group's portfolio in Q4 2020, its #922 holding.
  • Aperio Group first reported a position in XPO in Q4 2016 and has held it in 17 quarters since.
  • 482 funds tracked by Wall St. Rank held XPO as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.