HL
XP icon

Harding Loevner’s XP XP Stock Holding History

Harding Loevner’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
2024
Q4 		– Sell
-148,706
Closed -$2.67M – 70
2024
Q3 		$2.67M Sell
148,706
-14,013,301
-99% -$255M 0.02% 64
2024
Q2 		$249M Buy
14,162,007
+1,710,145
+14% +$35.3M 1.37% 24
2024
Q1 		$319M Sell
12,451,862
-663,259
-5% -$16.6M 1.97% 21
2023
Q4 		$339M Buy
13,115,121
+732,614
+6% +$16.7M 1.9% 17
2023
Q3 		$285M Sell
12,382,507
-1,161,884
-9% -$29.1M 1.88% 19
2023
Q2 		$318M Sell
13,544,391
-1,020,275
-7% -$17.3M 1.86% 19
2023
Q1 		$173M Buy
14,564,666
+189,571
+1% +$2.7M 0.98% 41
2022
Q4 		$221M Sell
14,375,095
-1,627,206
-10% -$28.5M 1.27% 28
2022
Q3 		$304M Sell
16,002,301
-279,241
-2% -$5.54M 1.99% 18
2022
Q2 		$293M Sell
16,281,542
-356,941
-2% -$8.22M 1.8% 18
2022
Q1 		$351M Buy
16,638,483
+1,229,321
+8% +$38.3M 1.93% 17
2021
Q4 		$443M Buy
+15,409,162
New +$502M 1.7% 21

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return