Caldwell Trust’s XPO XPO Stock Holding History

Caldwell Trust’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
2020 Q4	–	Sell	-116	Closed	-$3.39K	–	733
2020 Q3	$3.39K	Hold	116	–	–	﹤0.01%	685
2020 Q2	$3.09K	Hold	116	–	–	﹤0.01%	720
2020 Q1	$1.95K	Hold	116	–	–	﹤0.01%	755
2019 Q4	$3.19K	Buy	+116	New	+$3.19K	﹤0.01%	767

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Caldwell Trust's XPO Position: Q4 2020 in Review

Caldwell Trust sold out of XPO (XPO) in Q4 2020, closing a stake of 116 shares — an estimated $3.39K sold.

Caldwell Trust first reported a position in XPO in Q4 2019 and held it in 4 quarters. The position peaked at $3.39K in Q3 2020. 482 funds tracked by Wall St. Rank hold XPO as of Q4 2020.

Caldwell Trust reported no remaining XPO position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 116 XPO shares in Q4 2020, an estimated $3.39K.
Caldwell Trust first reported a position in XPO in Q4 2019 and held it in 4 quarters.
Caldwell Trust's XPO position peaked at $3.39K in Q3 2020.
482 funds tracked by Wall St. Rank held XPO as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.