BAM
XPO icon

Barrett Asset Management’s XPO XPO Stock Holding History

Barrett Asset 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
2018
Q4 		– Sell
-289
Closed -$11K – 383
2018
Q3 		$11K Hold
289
– – ﹤0.01% 324
2018
Q2 		$10K Hold
289
– – ﹤0.01% 336
2018
Q1 		$10K Hold
289
– – ﹤0.01% 341
2017
Q4 		$9K Buy
+289
New +$7.39K ﹤0.01% 353

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

Barrett Asset Management's XPO Position: Q4 2018 in Review

Barrett Asset Management sold out of XPO (XPO) in Q4 2018, closing a stake of 289 shares — an estimated $11K sold.

Barrett Asset Management first reported a position in XPO in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Barrett Asset Management reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Barrett Asset Management sold 289 XPO shares in Q4 2018, an estimated $11K.
  • Barrett Asset Management first reported a position in XPO in Q4 2017 and held it in 4 quarters.
  • Barrett Asset Management's XPO position peaked at $11K in Q3 2018.
  • 428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Barrett Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.