Berman Capital Advisors’s XPO XPO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$74K	Sell	1,565 -927	-37%	-$46.5K	0.01%	535
2021 Q2	$120K	Buy	2,492 +465	+23%	+$22.7K	0.02%	331
2021 Q1	$86K	Hold	2,027	–	–	0.02%	341
2020 Q4	$83K	Hold	2,027	–	–	0.02%	288
2020 Q3	$59K	Buy	2,027 +9	+0.4%	+$259	0.02%	312
2020 Q2	$52K	Buy	2,018 +1,607	+391%	+$38.5K	0.01%	316
2020 Q1	$6K	Sell	411 -66	-14%	-$1.76K	﹤0.01%	857
2019 Q4	$13K	Buy	477 +66	+16%	+$1.81K	﹤0.01%	658
2019 Q3	$10K	Buy	411 +157	+62%	+$3.63K	﹤0.01%	728
2019 Q2	$5K	Buy	254 +167	+192%	+$3.4K	﹤0.01%	985
2019 Q1	$1K	Sell	87 -3	-3%	-$58	﹤0.01%	1283
2018 Q4	$1K	Buy	+90	New	+$2.49K	﹤0.01%	1082

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Berman Capital Advisors's XPO Position: Q3 2021 in Review

Berman Capital Advisors reduced its XPO (XPO) stake by 37% in Q3 2021, selling an estimated $46.5K and leaving 1,565 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #535.

Berman Capital Advisors first reported a position in XPO in Q4 2018 and has held it in 12 quarters since. The position peaked at $120K in Q2 2021. 485 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

Berman Capital Advisors held 1,565 shares of XPO worth $74K as of Q3 2021.
Berman Capital Advisors sold 927 XPO shares in Q3 2021, an estimated $46.5K.
XPO made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #535 holding.
Berman Capital Advisors first reported a position in XPO in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's XPO position peaked at $120K in Q2 2021.
485 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.