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Crestline Management’s XP XP Stock Holding History

Crestline Management’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
2025
Q1 		– Sell
-21,705
Closed -$257K – 675
2024
Q4 		$257K Buy
+21,705
New +$342K 0.01% 642
2020
Q1 		– Sell
-40,000
Closed -$1.54M – 67
2019
Q4 		$1.54M Buy
+40,000
New +$1.5M 0.2% 36

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crestline Management's XP Position: Q1 2025 in Review

Crestline Management sold out of XP (XP) in Q1 2025, closing a stake of 21,705 shares — an estimated $257K sold.

Crestline Management first reported a position in XP in Q4 2019 and held it in 2 quarters. The position peaked at $1.54M in Q4 2019. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Crestline Management reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 21,705 XP shares in Q1 2025, an estimated $257K.
  • Crestline Management first reported a position in XP in Q4 2019 and held it in 2 quarters.
  • Crestline Management's XP position peaked at $1.54M in Q4 2019.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.