EAMA
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EFG Asset Management (Americas)’s XPO XPO Stock Holding History

EFG Asset Management (Americas)’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
2021
Q3 		– Sell
-42,368
Closed -$2.05M – 142
2021
Q2 		$2.05M Buy
+42,368
New +$2.07M 0.38% 75
2019
Q1 		– Sell
-152,585
Closed -$3.01M – 123
2018
Q4 		$3.01M Buy
152,585
+17,328
+13% +$480K 1.08% 37
2018
Q3 		$5.34M Buy
135,257
+47,460
+54% +$1.73M 1.53% 20
2018
Q2 		$3.04M Buy
87,797
+45,178
+106% +$1.64M 0.92% 36
2018
Q1 		$1.5M Buy
42,619
+7,011
+20% +$234K 0.62% 42
2017
Q4 		$1.13M Buy
35,608
+7,243
+26% +$185K 0.41% 60
2017
Q3 		$665K Buy
28,365
+10,291
+57% +$216K 0.25% 72
2017
Q2 		$404K Buy
18,074
+5,210
+41% +$97.6K 0.15% 95
2017
Q1 		$213K Buy
+12,864
New +$210K 0.08% 114

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

EFG Asset Management (Americas)'s XPO Position: Q3 2021 in Review

EFG Asset Management (Americas) sold out of XPO (XPO) in Q3 2021, closing a stake of 42,368 shares — an estimated $2.05M sold.

EFG Asset Management (Americas) first reported a position in XPO in Q1 2017 and held it in 9 quarters. The position peaked at $5.34M in Q3 2018. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

  • EFG Asset Management (Americas) reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 42,368 XPO shares in Q3 2021, an estimated $2.05M.
  • EFG Asset Management (Americas) first reported a position in XPO in Q1 2017 and held it in 9 quarters.
  • EFG Asset Management (Americas)'s XPO position peaked at $5.34M in Q3 2018.
  • 484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2021, filed 22 Oct 2021.