CFM
XP icon

Coronation Fund Managers’s XP XP Stock Holding History

Coronation Fund Managers’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
2023
Q4 		– Sell
-913,004
Closed -$21M – 185
2023
Q3 		$21M Sell
913,004
-129,946
-12% -$3.26M 0.63% 48
2023
Q2 		$24.5M Sell
1,042,950
-584,276
-36% -$9.91M 0.66% 49
2023
Q1 		$19.3M Sell
1,627,226
-3,088
-0.2% -$44K 0.51% 51
2022
Q4 		$25M Sell
1,630,314
-514,713
-24% -$9M 0.69% 43
2022
Q3 		$40.8M Sell
2,145,027
-477,864
-18% -$9.49M 2.19% 19
2022
Q2 		$47.1M Buy
2,622,891
+362,327
+16% +$8.34M 2.62% 13
2022
Q1 		$68M Sell
2,260,564
-391,423
-15% -$12.2M 2.66% 12
2021
Q4 		$76.2M Buy
2,651,987
+1,117,918
+73% +$36.4M 2.8% 12
2021
Q3 		$61.6M Buy
1,534,069
+419,134
+38% +$18.7M 2.32% 15
2021
Q2 		$48.6M Buy
1,114,935
+425,362
+62% +$17.6M 1.52% 21
2021
Q1 		$26M Buy
+689,573
New +$29.4M 0.86% 28
2020
Q1 		– Sell
-79,587
Closed -$3.07M – 123
2019
Q4 		$3.07M Buy
+79,587
New +$2.99M 0.1% 88

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Coronation Fund Managers's XP Position: Q4 2023 in Review

Coronation Fund Managers sold out of XP (XP) in Q4 2023, closing a stake of 913,004 shares — an estimated $21M sold.

Coronation Fund Managers first reported a position in XP in Q4 2019 and held it in 12 quarters. The position peaked at $76.2M in Q4 2021. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

  • Coronation Fund Managers reported no remaining XP position as of Q4 2023 after selling out during the quarter.
  • Coronation Fund Managers sold 913,004 XP shares in Q4 2023, an estimated $21M.
  • Coronation Fund Managers first reported a position in XP in Q4 2019 and held it in 12 quarters.
  • Coronation Fund Managers's XP position peaked at $76.2M in Q4 2021.
  • 301 funds tracked by Wall St. Rank held XP as of Q4 2023.

Based on Coronation Fund Managers's 13F filing for Q4 2023, filed 9 Feb 2024.