CSat Investment Advisory’s XPO XPO Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-905	Closed	-$26K	–	977
2020 Q3	$26K	Buy	905 +121	+15%	+$3.48K	﹤0.01%	801
2020 Q2	$21K	Sell	784 -422	-35%	-$10.1K	﹤0.01%	823
2020 Q1	$20K	Buy	1,206 +197	+20%	+$5.26K	﹤0.01%	731
2019 Q4	$28K	Buy	1,009 +139	+16%	+$3.82K	0.01%	708
2019 Q3	$22K	Buy	870 +121	+16%	+$2.8K	0.01%	693
2019 Q2	$15K	Buy	+749	New	+$15.3K	0.01%	765

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

CSat Investment Advisory's XPO Position: Q4 2020 in Review

CSat Investment Advisory sold out of XPO (XPO) in Q4 2020, closing a stake of 905 shares — an estimated $26K sold.

CSat Investment Advisory first reported a position in XPO in Q2 2019 and held it in 6 quarters. The position peaked at $28K in Q4 2019. 482 funds tracked by Wall St. Rank hold XPO as of Q4 2020.

CSat Investment Advisory reported no remaining XPO position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 905 XPO shares in Q4 2020, an estimated $26K.
CSat Investment Advisory first reported a position in XPO in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's XPO position peaked at $28K in Q4 2019.
482 funds tracked by Wall St. Rank held XPO as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.