Gemmer Asset Management’s XPO XPO Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-96	Closed	-$4K	–	1177
2022 Q1	$4K	Hold	96	–	–	﹤0.01%	1040
2021 Q4	$4K	Hold	96	–	–	﹤0.01%	1089
2021 Q3	$5K	Sell	96 -69	-42%	-$3.46K	﹤0.01%	996
2021 Q2	$8K	Hold	165	–	–	﹤0.01%	919
2021 Q1	$7K	Hold	165	–	–	﹤0.01%	938
2020 Q4	$7K	Hold	165	–	–	﹤0.01%	864
2020 Q3	$5K	Hold	165	–	–	﹤0.01%	905
2020 Q2	$4K	Buy	+165	New	+$3.95K	﹤0.01%	989
2020 Q1	–	Sell	-309	Closed	-$9K	–	1460
2019 Q4	$9K	Hold	309	–	–	﹤0.01%	712
2019 Q3	$8K	Buy	309 +141	+84%	+$3.26K	﹤0.01%	782
2019 Q2	$3K	Buy	+168	New	+$3.42K	﹤0.01%	1173
2018 Q1	–	Sell	-867	Closed	-$27K	–	1510
2017 Q4	$27K	Buy	+867	New	+$22.2K	0.01%	331

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return