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Dana Investment Advisors’s XPO XPO Stock Holding History

Dana Investment Advisors’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
2019
Q1 		– Sell
-98,915
Closed -$1.95M – 306
2018
Q4 		$1.95M Sell
98,915
-41,367
-29% -$1.15M 0.1% 146
2018
Q3 		$5.54M Sell
140,282
-2,527
-2% -$91.9K 0.23% 90
2018
Q2 		$4.95M Sell
142,809
-11,612
-8% -$421K 0.22% 95
2018
Q1 		$5.44M Sell
154,421
-57,758
-27% -$1.93M 0.25% 92
2017
Q4 		$6.72M Sell
212,179
-18,285
-8% -$468K 0.29% 78
2017
Q3 		$5.4M Sell
230,464
-9,169
-4% -$192K 0.25% 90
2017
Q2 		$5.36M Buy
+239,633
New +$4.49M 0.25% 94

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM