EDRH
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Edmond de Rothschild Holding’s XPO XPO Stock Holding History

Edmond de Rothschild Holding’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
-550
Closed -$15K – 840
2022
Q3 		$15K Buy
+550
New +$17.1K ﹤0.01% 757
2021
Q4 		– Sell
-38,080
Closed -$1.8M – 907
2021
Q3 		$1.8M Sell
38,080
-28,144
-42% -$1.41M 0.04% 290
2021
Q2 		$3.2M Buy
66,224
+7,052
+12% +$344K 0.07% 210
2021
Q1 		$2.52M Buy
59,172
+31,209
+112% +$1.29M 0.07% 220
2020
Q4 		$1.15M Buy
+27,963
New +$1.01M 0.04% 280
2019
Q2 		– Sell
-4,323
Closed -$80K – 641
2019
Q1 		$80K Sell
4,323
-1,648
-28% -$31.6K ﹤0.01% 448
2018
Q4 		$118K Buy
5,971
+5,581
+1,431% +$155K ﹤0.01% 447
2018
Q3 		$15K Sell
390
-67,514
-99% -$2.46M ﹤0.01% 691
2018
Q2 		$2.35M Sell
67,904
-14,877
-18% -$540K 0.07% 196
2018
Q1 		$2.92M Buy
82,781
+12,491
+18% +$417K 0.08% 173
2017
Q4 		$2.23M Buy
70,290
+9,571
+16% +$245K 0.06% 188
2017
Q3 		$1.42M Buy
60,719
+46,551
+329% +$975K 0.04% 237
2017
Q2 		$317K Buy
+14,168
New +$265K 0.01% 433

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's XPO Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of XPO (XPO) in Q4 2022, closing a stake of 550 shares — an estimated $15K sold.

Edmond de Rothschild Holding first reported a position in XPO in Q2 2017 and held it in 13 quarters. The position peaked at $3.2M in Q2 2021. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Edmond de Rothschild Holding reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 550 XPO shares in Q4 2022, an estimated $15K.
  • Edmond de Rothschild Holding first reported a position in XPO in Q2 2017 and held it in 13 quarters.
  • Edmond de Rothschild Holding's XPO position peaked at $3.2M in Q2 2021.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.