Fundsmith LLP’s XP XP Stock Holding History

Fundsmith LLP’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
2022 Q4	–	Sell	-253,367	Closed	-$4.82M	–	46
2022 Q3	$4.82M	Hold	253,367	–	–	0.02%	45
2022 Q2	$4.55M	Hold	253,367	–	–	0.02%	43
2022 Q1	$7.63M	Hold	253,367	–	–	0.03%	44
2021 Q4	$7.28M	Hold	253,367	–	–	0.02%	44
2021 Q3	$10.2M	Hold	253,367	–	–	0.03%	42
2021 Q2	$11M	Hold	253,367	–	–	0.03%	40
2021 Q1	$9.54M	Hold	253,367	–	–	0.03%	40
2020 Q4	$10.1M	Hold	253,367	–	–	0.03%	37
2020 Q3	$10.6M	Hold	253,367	–	–	0.04%	35
2020 Q2	$10.6M	Hold	253,367	–	–	0.05%	34
2020 Q1	$4.89M	Buy	+253,367	New	+$8.56M	0.03%	34

Other funds holding XP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fundsmith LLP's XP Position: Q4 2022 in Review

Fundsmith LLP sold out of XP (XP) in Q4 2022, closing a stake of 253,367 shares — an estimated $4.82M sold.

Fundsmith LLP first reported a position in XP in Q1 2020 and held it in 11 quarters. The position peaked at $11M in Q2 2021. 199 funds tracked by Wall St. Rank hold XP as of Q4 2022.

Fundsmith LLP reported no remaining XP position as of Q4 2022 after selling out during the quarter.
Fundsmith LLP sold 253,367 XP shares in Q4 2022, an estimated $4.82M.
Fundsmith LLP first reported a position in XP in Q1 2020 and held it in 11 quarters.
Fundsmith LLP's XP position peaked at $11M in Q2 2021.
199 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on Fundsmith LLP's 13F filing for Q4 2022, filed 14 Feb 2023.