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Caption Management’s XPO XPO Stock Holding History

Caption 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
2025
Q1 		– Sell
-28,400
Closed -$3.72M – 2108
2024
Q4 		$3.72M Buy
+28,400
New +$3.84M 0.04% 469
2022
Q4 		– Sell
-235,620
Closed -$6.23M – 1779
2022
Q3 		$6.23M Buy
+235,620
New +$7.34M 0.09% 275
2021
Q4 		– Sell
-33,660
Closed -$1.59M – 1993
2021
Q3 		$1.59M Sell
33,660
-103,681
-75% -$5.2M 0.02% 858
2021
Q2 		$3.87M Buy
+137,341
New +$6.71M 0.05% 441
2018
Q4 		– Sell
-86,742
Closed -$3.42M – 654
2018
Q3 		$3.42M Buy
+86,742
New +$3.16M 0.19% 145

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 $5.72T 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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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

Caption Management's XPO Position: Q4 2021 in Review

Caption Management sold out of XPO (XPO) in Q4 2021, closing a stake of 505 shares — an estimated $24K sold.

Caption Management first reported a position in XPO in Q1 2018 and held it in 4 quarters. The position peaked at $1.37M in Q1 2019. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Caption Management reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Caption Management sold 505 XPO shares in Q4 2021, an estimated $24K.
  • Caption Management first reported a position in XPO in Q1 2018 and held it in 4 quarters.
  • Caption Management's XPO position peaked at $1.37M in Q1 2019.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Caption Management's 13F filing for Q4 2021, filed 11 Feb 2022.