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Avalon Investment & Advisory’s XPO XPO Stock Holding History

Avalon Investment & Advisory’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
2018
Q4 		– Sell
-134,959
Closed -$5.33M – 364
2018
Q3 		$5.33M Sell
134,959
-61,896
-31% -$2.25M 0.15% 159
2018
Q2 		$6.82M Buy
196,855
+17,470
+10% +$634K 0.2% 141
2018
Q1 		$6.32M Buy
179,385
+17,030
+10% +$568K 0.2% 143
2017
Q4 		$5.14M Buy
162,355
+5,448
+3% +$139K 0.16% 145
2017
Q3 		$3.68M Sell
156,907
-1,215
-0.8% -$25.4K 0.12% 151
2017
Q2 		$3.53M Buy
158,122
+35,108
+29% +$657K 0.12% 151
2017
Q1 		$2.04M Buy
123,014
+47,288
+62% +$772K 0.07% 184
2016
Q4 		$1.13M Buy
+75,726
New +$1.05M 0.04% 222

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Avalon Investment & Advisory's XPO Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of XPO (XPO) in Q4 2018, closing a stake of 134,959 shares — an estimated $5.33M sold.

Avalon Investment & Advisory first reported a position in XPO in Q4 2016 and held it in 8 quarters. The position peaked at $6.82M in Q2 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Avalon Investment & Advisory reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 134,959 XPO shares in Q4 2018, an estimated $5.33M.
  • Avalon Investment & Advisory first reported a position in XPO in Q4 2016 and held it in 8 quarters.
  • Avalon Investment & Advisory's XPO position peaked at $6.82M in Q2 2018.
  • 428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.