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Equitable Trust’s XPO XPO Stock Holding History

Equitable 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
2021
Q4 		– Sell
-6,974
Closed -$330K – 389
2021
Q3 		$330K Buy
+6,974
New +$350K 0.02% 295

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Equitable Trust's XPO Position: Q4 2021 in Review

Equitable Trust sold out of XPO (XPO) in Q4 2021, closing a stake of 6,974 shares — an estimated $330K sold.

Equitable Trust first reported a position in XPO in Q3 2021 and held it in 1 quarter. The position peaked at $330K in Q3 2021. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Equitable Trust reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Equitable Trust sold 6,974 XPO shares in Q4 2021, an estimated $330K.
  • Equitable Trust first reported a position in XPO in Q3 2021 and held it in 1 quarter.
  • Equitable Trust's XPO position peaked at $330K in Q3 2021.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Equitable Trust's 13F filing for Q4 2021, filed 31 Jan 2022.