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Burney Company’s XPO XPO Stock Holding History

Burney Company’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
Q1 		– Sell
-11,581
Closed -$386K – 580
2022
Q4 		$386K Sell
11,581
-45,171
-80% -$1.52M 0.02% 443
2022
Q3 		$1.5M Sell
56,752
-943
-2% -$29.4K 0.08% 240
2022
Q2 		$1.65M Sell
57,695
-3,588
-6% -$114K 0.09% 224
2022
Q1 		$2.65M Buy
+61,283
New +$2.56M 0.12% 193

Other funds holding XPO

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Burney Company's XPO Position: Q1 2023 in Review

Burney Company sold out of XPO (XPO) in Q1 2023, closing a stake of 11,581 shares — an estimated $386K sold.

Burney Company first reported a position in XPO in Q1 2022 and held it in 4 quarters. The position peaked at $2.65M in Q1 2022. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Burney Company reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Burney Company sold 11,581 XPO shares in Q1 2023, an estimated $386K.
  • Burney Company first reported a position in XPO in Q1 2022 and held it in 4 quarters.
  • Burney Company's XPO position peaked at $2.65M in Q1 2022.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Burney Company's 13F filing for Q1 2023, filed 10 May 2023.