Boston Partners

Boston Partners’s XPO XPO Stock Holding History

Boston Partners’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
2023 Q4	–	Sell	-6,287	Closed	-$469K	–	788
2023 Q3	$469K	Sell	6,287 -7,332	-54%	-$506K	﹤0.01%	647
2023 Q2	$804K	Sell	13,619 -43,260	-76%	-$1.96M	﹤0.01%	568
2023 Q1	$1.81M	Buy	56,879 +41,986	+282%	+$1.51M	﹤0.01%	475
2022 Q4	$496K	Buy	14,893 +6,093	+69%	+$205K	﹤0.01%	592
2022 Q3	$233K	Buy	+8,800	New	+$274K	﹤0.01%	669
2018 Q3	–	Sell	-80,632	Closed	-$2.79M	–	790
2018 Q2	$2.79M	Sell	80,632 -22,550	-22%	-$818K	﹤0.01%	599
2018 Q1	$3.63M	Sell	103,182 -57,386	-36%	-$1.91M	﹤0.01%	555
2017 Q4	$5.09M	Sell	160,568 -65,337	-29%	-$1.67M	0.01%	493
2017 Q3	$5.3M	Sell	225,905 -18,678	-8%	-$391K	0.01%	490
2017 Q2	$5.47M	Sell	244,583 -120,690	-33%	-$2.26M	0.01%	463
2017 Q1	$6.05M	Hold	365,273	–	–	0.01%	468
2016 Q4	$5.45M	Buy	365,273 +150,020	+70%	+$2.09M	0.01%	486
2016 Q3	$2.73M	Hold	215,253	–	–	﹤0.01%	609
2016 Q2	$1.96M	Buy	215,253 +15,116	+8%	+$150K	﹤0.01%	644
2016 Q1	$2.13M	Buy	+200,137	New	+$1.74M	﹤0.01%	609

Other funds holding XPO

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

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

Capital Research Global Investors

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

Fidelity Investments

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return