Carmel Capital Partners’s Xperi XPER Stock Holding History

Carmel Capital Partners’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-776	Closed	-$7.65K	–	727
2023 Q3	$7.65K	Buy	+776	New	+$9.17K	﹤0.01%	503

Other funds holding XPER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmel Capital Partners's XPER Position: Q4 2023 in Review

Carmel Capital Partners sold out of Xperi (XPER) in Q4 2023, closing a stake of 776 shares — an estimated $7.65K sold.

Carmel Capital Partners first reported a position in XPER in Q3 2023 and held it in 1 quarter. The position peaked at $7.65K in Q3 2023. 173 funds tracked by Wall St. Rank hold XPER as of Q4 2023.

Carmel Capital Partners reported no remaining Xperi position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 776 Xperi shares in Q4 2023, an estimated $7.65K.
Carmel Capital Partners first reported a position in Xperi in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Xperi position peaked at $7.65K in Q3 2023.
173 funds tracked by Wall St. Rank held Xperi as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.