Congress Asset Management’s XPO XPO Stock Holding History

Congress Asset 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
2019 Q1	–	Sell	-222,935	Closed	-$4.4M	–	376
2018 Q4	$4.4M	Sell	222,935 -70,539	-24%	-$1.95M	0.07%	168
2018 Q3	$11.6M	Sell	293,474 -7,335	-2%	-$267K	0.15%	93
2018 Q2	$10.4M	Buy	300,809 +17,585	+6%	+$638K	0.14%	93
2018 Q1	$9.97M	Sell	283,224 -57,027	-17%	-$1.9M	0.14%	97
2017 Q4	$10.8M	Sell	340,251 -193	-0.1%	-$4.93K	0.16%	91
2017 Q3	$7.98M	Buy	+340,444	New	+$7.13M	0.12%	114

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Congress Asset Management's XPO Position: Q1 2019 in Review

Congress Asset Management sold out of XPO (XPO) in Q1 2019, closing a stake of 222,935 shares — an estimated $4.4M sold.

Congress Asset Management first reported a position in XPO in Q3 2017 and held it in 6 quarters. The position peaked at $11.6M in Q3 2018. 389 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

Congress Asset Management reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
Congress Asset Management sold 222,935 XPO shares in Q1 2019, an estimated $4.4M.
Congress Asset Management first reported a position in XPO in Q3 2017 and held it in 6 quarters.
Congress Asset Management's XPO position peaked at $11.6M in Q3 2018.
389 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on Congress Asset Management's 13F filing for Q1 2019, filed 8 May 2019.