AIA
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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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SIG
Senator Investment Group New York $1.95B AUM 58.56% 1-Year Est. Return