EC
XPO icon

Estate Counselors’s XPO XPO Stock Holding History

Estate Counselors’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
2025
Q1 		– Sell
-12,575
Closed -$1.65M – 128
2024
Q4 		$1.65M Hold
12,575
– – 0.18% 64
2024
Q3 		$1.35M Hold
12,575
– – 0.14% 74
2024
Q2 		$1.33M Hold
12,575
– – 0.15% 74
2024
Q1 		$1.53M Buy
+12,575
New +$1.35M 0.18% 72
2020
Q3 		– Sell
-87
Closed -$2K – 156
2020
Q2 		$2K Sell
87
-15,729
-99% -$377K ﹤0.01% 158
2020
Q1 		$267K Buy
+15,816
New +$423K 0.04% 121

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Estate Counselors's XPO Position: Q1 2025 in Review

Estate Counselors sold out of XPO (XPO) in Q1 2025, closing a stake of 12,575 shares — an estimated $1.65M sold.

Estate Counselors first reported a position in XPO in Q1 2020 and held it in 6 quarters. The position peaked at $1.65M in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • Estate Counselors reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 12,575 XPO shares in Q1 2025, an estimated $1.65M.
  • Estate Counselors first reported a position in XPO in Q1 2020 and held it in 6 quarters.
  • Estate Counselors's XPO position peaked at $1.65M in Q4 2024.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.