FIM
XHR

Freedom Investment Management’s Xenia Hotels & Resorts XHR Stock Holding History

Freedom Investment Management’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,062
Closed -$259K – 794
2018
Q4 		$259K Sell
15,062
-2,607
-15% -$53K 0.02% 628
2018
Q3 		$417K Buy
17,669
+28
+0.2% +$676 0.03% 606
2018
Q2 		$430K Buy
+17,641
New +$402K 0.03% 623
2018
Q1 		– Sell
-13,355
Closed -$288K – 1227
2017
Q4 		$288K Sell
13,355
-1,461
-10% -$31.8K 0.01% 909
2017
Q3 		$312K Buy
+14,816
New +$297K 0.02% 831
2017
Q2 		– Sell
-10,363
Closed -$177K – 1135
2017
Q1 		$177K Sell
10,363
-374
-3% -$6.71K 0.01% 987
2016
Q4 		$209K Buy
10,737
+161
+2% +$2.75K 0.01% 887
2016
Q3 		$161K Sell
10,576
-502
-5% -$8.51K 0.01% 849
2016
Q2 		$186K Buy
+11,078
New +$175K 0.01% 768

Other funds holding XHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return