BCM
XPO icon

BTC Capital Management’s XPO XPO Stock Holding History

BTC 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
2019
Q2 		– Sell
-118,365
Closed -$2.2M – 197
2019
Q1 		$2.2M Buy
118,365
+3,342
+3% +$64.2K 0.35% 91
2018
Q4 		$2.28M Sell
115,023
-5,629
-5% -$156K 0.41% 85
2018
Q3 		$4.76M Sell
120,652
-16,640
-12% -$605K 0.81% 40
2018
Q2 		$4.76M Sell
137,292
-7,529
-5% -$273K 1.13% 30
2018
Q1 		$5.1M Buy
144,821
+2,044
+1% +$68.2K 0.83% 38
2017
Q4 		$4.52M Sell
142,777
-4,062
-3% -$104K 0.78% 45
2017
Q3 		$3.44M Buy
146,839
+15,610
+12% +$327K 0.62% 60
2017
Q2 		$2.93M Buy
131,229
+23,010
+21% +$431K 0.53% 67
2017
Q1 		$1.79M Buy
+108,219
New +$1.77M 0.33% 93

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return