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Fernwood Investment Management’s XPO XPO Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-1,200
Closed -$146K – 701
2024
Q1 		$146K Buy
+1,200
New +$128K 0.04% 227

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Fernwood Investment Management's XPO Position: Q2 2024 in Review

Fernwood Investment Management sold out of XPO (XPO) in Q2 2024, closing a stake of 1,200 shares — an estimated $146K sold.

Fernwood Investment Management first reported a position in XPO in Q1 2024 and held it in 1 quarter. The position peaked at $146K in Q1 2024. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

  • Fernwood Investment Management reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,200 XPO shares in Q2 2024, an estimated $146K.
  • Fernwood Investment Management first reported a position in XPO in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's XPO position peaked at $146K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.