Bourgeon Capital Management’s XPO XPO Stock Holding History

Bourgeon Capital 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
2022 Q4	–	Sell	-15	Closed	–	–	477
2022 Q3	$0	Buy	+15	New	+$467	﹤0.01%	452

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bourgeon Capital Management's XPO Position: Q4 2022 in Review

Bourgeon Capital Management sold out of XPO (XPO) in Q4 2022, closing a stake of 15 shares.

Bourgeon Capital Management first reported a position in XPO in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

Bourgeon Capital Management reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 15 XPO shares in Q4 2022.
Bourgeon Capital Management first reported a position in XPO in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's XPO position peaked at $0 in Q3 2022.
412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.