Gideon Capital Advisors’s XPO XPO Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-35,937	Closed	-$991K	–	220
2019 Q4	$991K	Buy	35,937 +23,319	+185%	+$641K	0.34%	113
2019 Q3	$312K	Buy	+12,618	New	+$292K	0.1%	229
2019 Q1	–	Sell	-54,711	Closed	-$1.08M	–	536
2018 Q4	$1.08M	Buy	+54,711	New	+$1.52M	0.44%	65
2018 Q2	–	Sell	-8,385	Closed	-$295K	–	513
2018 Q1	$295K	Buy	+8,385	New	+$280K	0.18%	242
2017 Q2	–	Sell	-20,630	Closed	-$342K	–	422
2017 Q1	$342K	Buy	+20,630	New	+$337K	0.2%	203

Other funds holding XPO

OAG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

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

Gideon Capital Advisors's XPO Position: Q1 2020 in Review

Gideon Capital Advisors sold out of XPO (XPO) in Q1 2020, closing a stake of 35,937 shares — an estimated $991K sold.

Gideon Capital Advisors first reported a position in XPO in Q1 2017 and held it in 5 quarters. The position peaked at $1.08M in Q4 2018. 381 funds tracked by Wall St. Rank hold XPO as of Q1 2020.

Gideon Capital Advisors reported no remaining XPO position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 35,937 XPO shares in Q1 2020, an estimated $991K.
Gideon Capital Advisors first reported a position in XPO in Q1 2017 and held it in 5 quarters.
Gideon Capital Advisors's XPO position peaked at $1.08M in Q4 2018.
381 funds tracked by Wall St. Rank held XPO as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.