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Emerald Mutual Fund Advisers Trust’s XPO XPO Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024
Q3 		– Sell
-1,416
Closed -$150K – 245
2024
Q2 		$150K Buy
1,416
+126
+10% +$14.1K 0.01% 201
2024
Q1 		$157K Sell
1,290
-440
-25% -$47.1K 0.01% 199
2023
Q4 		$152K Buy
1,730
+245
+16% +$20K 0.01% 223
2023
Q3 		$111K Buy
+1,485
New +$102K 0.01% 221
2021
Q3 		– Sell
-5,158
Closed -$250K – 239
2021
Q2 		$250K Buy
+5,158
New +$252K 0.01% 193

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's XPO Position: Q3 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of XPO (XPO) in Q3 2024, closing a stake of 1,416 shares — an estimated $150K sold.

Emerald Mutual Fund Advisers Trust first reported a position in XPO in Q2 2021 and held it in 5 quarters. The position peaked at $250K in Q2 2021. 530 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 1,416 XPO shares in Q3 2024, an estimated $150K.
  • Emerald Mutual Fund Advisers Trust first reported a position in XPO in Q2 2021 and held it in 5 quarters.
  • Emerald Mutual Fund Advisers Trust's XPO position peaked at $250K in Q2 2021.
  • 530 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2024, filed 29 Oct 2024.