CX Institutional’s XPO XPO Stock Holding History

CX Institutional’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
2022 Q4	–	Sell	-31,405	Closed	-$831K	–	585
2022 Q3	$831K	Buy	31,405 +8,446	+37%	+$263K	0.06%	283
2022 Q2	$657K	Buy	+22,959	New	+$730K	0.05%	283
2021 Q4	–	Sell	-17	Closed	-$1K	–	916
2021 Q3	$1K	Sell	17 -12	-41%	-$601	﹤0.01%	956
2021 Q2	$1K	Buy	+29	New	+$1.42K	﹤0.01%	951
2021 Q1	–	Sell	-81	Closed	-$3K	–	887
2020 Q4	$3K	Buy	+81	New	+$2.94K	﹤0.01%	807
2020 Q1	–	Sell	-3,470	Closed	-$96K	–	796
2019 Q4	$96K	Hold	3,470	–	–	0.02%	238
2019 Q3	$86K	Sell	3,470 -4,108	-54%	-$95K	0.01%	262
2019 Q2	$152K	Buy	7,578 +60	+0.8%	+$1.22K	0.02%	241
2019 Q1	$140K	Hold	7,518	–	–	0.02%	240
2018 Q4	$148K	Buy	7,518 +1,157	+18%	+$32.1K	0.03%	184
2018 Q3	$251K	Hold	6,361	–	–	0.08%	114
2018 Q2	$220K	Buy	+6,361	New	+$231K	0.08%	114

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 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

OAG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

CX Institutional's XPO Position: Q4 2022 in Review

CX Institutional sold out of XPO (XPO) in Q4 2022, closing a stake of 31,405 shares — an estimated $831K sold.

CX Institutional first reported a position in XPO in Q2 2018 and held it in 12 quarters. The position peaked at $831K in Q3 2022. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

CX Institutional reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
CX Institutional sold 31,405 XPO shares in Q4 2022, an estimated $831K.
CX Institutional first reported a position in XPO in Q2 2018 and held it in 12 quarters.
CX Institutional's XPO position peaked at $831K in Q3 2022.
412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.