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Hennessy Advisors Inc’s XPO XPO Stock Holding History

Hennessy Advisors Inc’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
2024
Q4 		– Sell
-433,300
Closed -$46.6M – 330
2024
Q3 		$46.6M Buy
433,300
+53,900
+14% +$6.03M 1.49% 14
2024
Q2 		$40.3M Buy
379,400
+58,100
+18% +$6.51M 1.52% 13
2024
Q1 		$39.2M Buy
321,300
+39,700
+14% +$4.25M 1.65% 8
2023
Q4 		$24.7M Buy
+281,600
New +$22.9M 1.24% 15
2019
Q1 		– Sell
-100,042
Closed -$1.97M – 304
2018
Q4 		$1.97M Sell
100,042
-10,988
-10% -$304K 0.1% 220
2018
Q3 		$4.38M Sell
111,030
-1,217,276
-92% -$44.3M 0.16% 151
2018
Q2 		$46M Sell
1,328,306
-33,830
-2% -$1.23M 1.58% 12
2018
Q1 		$48M Sell
1,362,136
-65,923
-5% -$2.2M 1.61% 9
2017
Q4 		$45.2M Buy
1,428,059
+1,193,856
+510% +$30.5M 1.39% 9
2017
Q3 		$5.49M Hold
234,203
– – 0.17% 135
2017
Q2 		$5.24M Sell
234,203
-4,626
-2% -$86.6K 0.16% 128
2017
Q1 		$3.96M Buy
+238,829
New +$3.9M 0.12% 180

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Hennessy Advisors Inc's XPO Position: Q4 2024 in Review

Hennessy Advisors Inc sold out of XPO (XPO) in Q4 2024, closing a stake of 433,300 shares — an estimated $46.6M sold.

Hennessy Advisors Inc first reported a position in XPO in Q1 2017 and held it in 12 quarters. The position peaked at $48M in Q1 2018. 542 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

  • Hennessy Advisors Inc reported no remaining XPO position as of Q4 2024 after selling out during the quarter.
  • Hennessy Advisors Inc sold 433,300 XPO shares in Q4 2024, an estimated $46.6M.
  • Hennessy Advisors Inc first reported a position in XPO in Q1 2017 and held it in 12 quarters.
  • Hennessy Advisors Inc's XPO position peaked at $48M in Q1 2018.
  • 542 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on Hennessy Advisors Inc's 13F filing for Q4 2024, filed 15 Jan 2025.