ClearBridge Investments
XP icon

ClearBridge Investments’s XP XP Stock Holding History

ClearBridge Investments’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,104,185
Closed -$44.4M – 813
2021
Q3 		$44.4M Buy
1,104,185
+4,553
+0.4% +$203K 0.03% 372
2021
Q2 		$47.9M Buy
1,099,632
+92,639
+9% +$3.83M 0.03% 375
2021
Q1 		$37.9M Buy
1,006,993
+205,730
+26% +$8.78M 0.03% 397
2020
Q4 		$31.8M Buy
801,263
+241,147
+43% +$9.85M 0.02% 398
2020
Q3 		$23.4M Sell
560,116
-40,141
-7% -$1.83M 0.02% 399
2020
Q2 		$25.2M Buy
+600,257
New +$18.4M 0.02% 376

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

ClearBridge Investments's XP Position: Q4 2021 in Review

ClearBridge Investments sold out of XP (XP) in Q4 2021, closing a stake of 1,104,185 shares — an estimated $44.4M sold.

ClearBridge Investments first reported a position in XP in Q2 2020 and held it in 6 quarters. The position peaked at $47.9M in Q2 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

  • ClearBridge Investments reported no remaining XP position as of Q4 2021 after selling out during the quarter.
  • ClearBridge Investments sold 1,104,185 XP shares in Q4 2021, an estimated $44.4M.
  • ClearBridge Investments first reported a position in XP in Q2 2020 and held it in 6 quarters.
  • ClearBridge Investments's XP position peaked at $47.9M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held XP as of Q4 2021.

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