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Disciplined Investments’s XPO XPO Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-19
Closed -$1.12K – 1591
2023
Q2 		$1.12K Buy
19
+3
+19% +$136 ﹤0.01% 916
2023
Q1 		$510 Buy
16
+3
+23% +$108 ﹤0.01% 1224
2022
Q4 		$433 Sell
13
-16
-55% -$539 ﹤0.01% 1232
2022
Q3 		$1K Buy
29
+27
+1,350% +$841 ﹤0.01% 1148
2022
Q2 		$0 Sell
2
-23
-92% -$732 ﹤0.01% 1670
2022
Q1 		$1K Buy
+25
New +$1.04K ﹤0.01% 1249

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's XPO Position: Q3 2023 in Review

Disciplined Investments sold out of XPO (XPO) in Q3 2023, closing a stake of 19 shares — an estimated $1.12K sold.

Disciplined Investments first reported a position in XPO in Q1 2022 and held it in 6 quarters. The position peaked at $1.12K in Q2 2023. 424 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

  • Disciplined Investments reported no remaining XPO position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 XPO shares in Q3 2023, an estimated $1.12K.
  • Disciplined Investments first reported a position in XPO in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's XPO position peaked at $1.12K in Q2 2023.
  • 424 funds tracked by Wall St. Rank held XPO as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.