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Bleakley Financial Group’s XPO XPO Stock Holding History

Bleakley Financial 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
2025
Q1 		– Sell
-3,264
Closed -$428K – 1035
2024
Q4 		$428K Sell
3,264
-84
-3% -$11.4K 0.01% 665
2024
Q3 		$360K Buy
3,348
+71
+2% +$7.95K 0.01% 703
2024
Q2 		$348K Buy
3,277
+71
+2% +$7.96K 0.01% 715
2024
Q1 		$391K Buy
3,206
+374
+13% +$40K 0.01% 686
2023
Q4 		$248K Buy
+2,832
New +$231K 0.01% 786

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bleakley Financial Group's XPO Position: Q1 2025 in Review

Bleakley Financial Group sold out of XPO (XPO) in Q1 2025, closing a stake of 3,264 shares — an estimated $428K sold.

Bleakley Financial Group first reported a position in XPO in Q4 2023 and held it in 5 quarters. The position peaked at $428K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • Bleakley Financial Group reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,264 XPO shares in Q1 2025, an estimated $428K.
  • Bleakley Financial Group first reported a position in XPO in Q4 2023 and held it in 5 quarters.
  • Bleakley Financial Group's XPO position peaked at $428K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.