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Capital Analysts LLC’s XPO XPO Stock Holding History

Capital Analysts LLC’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
2024
Q4 		– Sell
-101
Closed -$11K – 1396
2024
Q3 		$11K Hold
101
– – ﹤0.01% 1018
2024
Q2 		$11K Hold
101
– – ﹤0.01% 952
2024
Q1 		$12K Hold
101
– – ﹤0.01% 908
2023
Q4 		$9K Hold
101
– – ﹤0.01% 913
2023
Q3 		$8K Hold
101
– – ﹤0.01% 920
2023
Q2 		$6K Hold
101
– – ﹤0.01% 879
2023
Q1 		$3K Hold
101
– – ﹤0.01% 913
2022
Q4 		$3K Sell
101
-237
-70% -$7.98K ﹤0.01% 974
2022
Q3 		$9K Hold
338
– – ﹤0.01% 828
2022
Q2 		$10K Buy
338
+168
+99% +$5.34K ﹤0.01% 802
2022
Q1 		$7K Sell
170
-370
-69% -$15.5K ﹤0.01% 792
2021
Q4 		$25K Hold
540
– – ﹤0.01% 687
2021
Q3 		$26K Buy
540
+248
+85% +$12.4K ﹤0.01% 669
2021
Q2 		$14K Hold
292
– – ﹤0.01% 705
2021
Q1 		$12K Buy
+292
New +$12.1K ﹤0.01% 774

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return