De Burlo Group’s XL Group Ltd. XL Stock Holding History

De Burlo Group’s Portfolio XL Stock Details XL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-24,800	Closed	-$978K	–	116
2017 Q3	$978K	Sell	24,800 -93,600	-79%	-$4M	0.22%	75
2017 Q2	$5.18M	Buy	+118,400	New	+$4.99M	1.16%	31

Other funds holding XL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

De Burlo Group's XL Position: Q4 2017 in Review

De Burlo Group sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 24,800 shares — an estimated $978K sold.

De Burlo Group first reported a position in XL in Q2 2017 and held it in 2 quarters. The position peaked at $5.18M in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

De Burlo Group reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
De Burlo Group sold 24,800 XL Group Ltd. shares in Q4 2017, an estimated $978K.
De Burlo Group first reported a position in XL Group Ltd. in Q2 2017 and held it in 2 quarters.
De Burlo Group's XL Group Ltd. position peaked at $5.18M in Q2 2017.
378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on De Burlo Group's 13F filing for Q4 2017, filed 8 Feb 2018.