GEM
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Global Endowment Management’s XPO XPO Stock Holding History

Global Endowment 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
2019
Q3 		– Sell
-27,902
Closed -$558K – 168
2019
Q2 		$558K Sell
27,902
-70,405
-72% -$1.43M 0.05% 90
2019
Q1 		$1.83M Buy
+98,307
New +$1.89M 0.26% 58
2013
Q4 		– Sell
-453,949
Closed -$3.4M – 241
2013
Q3 		$3.4M Buy
+453,949
New +$3.5M 0.85% 19

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Global Endowment Management's XPO Position: Q3 2019 in Review

Global Endowment Management sold out of XPO (XPO) in Q3 2019, closing a stake of 27,902 shares — an estimated $558K sold.

Global Endowment Management first reported a position in XPO in Q3 2013 and held it in 3 quarters. The position peaked at $3.4M in Q3 2013. 366 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

  • Global Endowment Management reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
  • Global Endowment Management sold 27,902 XPO shares in Q3 2019, an estimated $558K.
  • Global Endowment Management first reported a position in XPO in Q3 2013 and held it in 3 quarters.
  • Global Endowment Management's XPO position peaked at $3.4M in Q3 2013.
  • 366 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.