Gratry & Company’s XPO XPO Stock Holding History

Gratry & Company’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
2018 Q1	$308K	Buy	8,746 +1,214	+16%	+$40.5K	0.43%	60
2017 Q4	$239K	Sell	7,532 -4,785	-39%	-$122K	0.29%	72
2017 Q3	$289K	Buy	+12,317	New	+$258K	0.35%	60

Other funds holding XPO

OAG

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

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

SHIM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gratry & Company's XPO Position: Q1 2018 in Review

Gratry & Company increased its XPO (XPO) stake by 16% in Q1 2018, buying an estimated $40.5K and bringing the position to 8,746 shares worth $308K. The position accounts for 0.43% of the portfolio, ranked #60.

Gratry & Company first reported a position in XPO in Q3 2017 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold XPO as of Q1 2018.

Gratry & Company held 8,746 shares of XPO worth $308K as of Q1 2018.
Gratry & Company bought 1,214 XPO shares in Q1 2018, an estimated $40.5K.
XPO made up 0.43% of Gratry & Company's portfolio in Q1 2018, its #60 holding.
Gratry & Company first reported a position in XPO in Q3 2017 and has held it in 3 quarters since.
454 funds tracked by Wall St. Rank held XPO as of Q1 2018.

Based on Gratry & Company's 13F filing for Q1 2018, filed 23 Apr 2018.