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Cypress Funds’s XPO XPO Stock Holding History

Cypress Funds’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
Q1 		– Sell
-983,074
Closed -$27.1M – 16
2019
Q4 		$27.1M Sell
983,074
-144,570
-13% -$3.97M 5.03% 11
2019
Q3 		$27.9M Buy
1,127,644
+159,027
+16% +$3.68M 5.44% 9
2019
Q2 		$19.4M Hold
968,617
– – 3.05% 18
2019
Q1 		$18M Sell
968,617
-245,768
-20% -$4.72M 2.86% 17
2018
Q4 		$24M Sell
1,214,385
-43,371
-3% -$1.2M 5.97% 9
2018
Q3 		$49.7M Sell
1,257,756
-43,371
-3% -$1.58M 7.35% 3
2018
Q2 		$45.1M Hold
1,301,127
– – 7.05% 4
2018
Q1 		$45.8M Sell
1,301,127
-144,570
-10% -$4.82M 6.81% 5
2017
Q4 		$45.8M Hold
1,445,697
– – 7.92% 2
2017
Q3 		$33.9M Buy
1,445,697
+167,701
+13% +$3.51M 6.94% 6
2017
Q2 		$28.6M Hold
1,277,996
– – 5.61% 6
2017
Q1 		$21.2M Sell
1,277,996
-80,959
-6% -$1.32M 4.41% 9
2016
Q4 		$20.3M Sell
1,358,955
-245,769
-15% -$3.42M 3.42% 13
2016
Q3 		$20.4M Buy
1,604,724
+448,166
+39% +$5.07M 4.37% 8
2016
Q2 		$10.5M Buy
+1,156,558
New +$11.5M 2.48% 17

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cypress Funds's XPO Position: Q1 2020 in Review

Cypress Funds sold out of XPO (XPO) in Q1 2020, closing a stake of 983,074 shares — an estimated $27.1M sold.

Cypress Funds first reported a position in XPO in Q2 2016 and held it in 15 quarters. The position peaked at $49.7M in Q3 2018. 380 funds tracked by Wall St. Rank hold XPO as of Q1 2020.

  • Cypress Funds reported no remaining XPO position as of Q1 2020 after selling out during the quarter.
  • Cypress Funds sold 983,074 XPO shares in Q1 2020, an estimated $27.1M.
  • Cypress Funds first reported a position in XPO in Q2 2016 and held it in 15 quarters.
  • Cypress Funds's XPO position peaked at $49.7M in Q3 2018.
  • 380 funds tracked by Wall St. Rank held XPO as of Q1 2020.

Based on Cypress Funds's 13F filing for Q1 2020, filed 11 May 2020.