FRM
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Fox Run Management’s XP XP Stock Holding History

Fox Run Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Buy
+79,627
New +$1.54M 0.25% 77
2025
Q4 		– Sell
-27,057
Closed -$508K – 1313
2025
Q3 		$508K Buy
+27,057
New +$485K 0.08% 493
2025
Q2 		– Sell
-70,707
Closed -$972K – 1294
2025
Q1 		$972K Buy
70,707
+48,072
+212% +$662K 0.15% 213
2024
Q4 		$268K Buy
+22,635
New +$356K 0.05% 673
2022
Q4 		– Sell
-17,645
Closed -$335K – 927
2022
Q3 		$335K Buy
+17,645
New +$350K 0.13% 314
2022
Q2 		– Sell
-19,715
Closed -$593K – 775
2022
Q1 		$593K Buy
+19,715
New +$615K 0.33% 57
2021
Q4 		– Sell
-16,943
Closed -$681K – 734
2021
Q3 		$681K Buy
+16,943
New +$757K 0.43% 31

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return