BOK Financial’s XPO XPO Stock Holding History

BOK Financial’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
2024 Q4	–	Sell	-3	Closed	-$318	–	1468
2024 Q3	$318	Hold	3	–	–	﹤0.01%	1287
2024 Q2	$318	Hold	3	–	–	﹤0.01%	1125
2024 Q1	$366	Sell	3 -249	-99%	-$26.7K	﹤0.01%	1131
2023 Q4	$22.1K	Hold	252	–	–	﹤0.01%	877
2023 Q3	$19.1K	Buy	252 +2	+0.8%	+$138	﹤0.01%	850
2023 Q2	$14.8K	Hold	250	–	–	﹤0.01%	893
2023 Q1	$7.97K	Buy	+250	New	+$9K	﹤0.01%	1013
2019 Q2	–	Sell	-51,707	Closed	-$961K	–	943
2019 Q1	$961K	Sell	51,707 -10,487	-17%	-$201K	0.02%	500
2018 Q4	$1.23M	Buy	62,194 +12,844	+26%	+$356K	0.04%	416
2018 Q3	$1.95M	Buy	49,350 +1,732	+4%	+$63K	0.05%	376
2018 Q2	$1.65M	Sell	47,618 -7,076	-13%	-$257K	0.04%	391
2018 Q1	$1.93M	Sell	54,694 -6,349	-10%	-$212K	0.05%	359
2017 Q4	$1.93M	Buy	61,043 +18,297	+43%	+$468K	0.05%	359
2017 Q3	$1M	Buy	42,746 +3,640	+9%	+$76.2K	0.03%	497
2017 Q2	$874K	Buy	+39,106	New	+$732K	0.03%	502

Other funds holding XPO

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return