HM Payson & Co’s XPO XPO Stock Holding History

HM Payson & Co’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
2021 Q1	–	Sell	-173	Closed	-$7K	–	1200
2020 Q4	$7K	Buy	+173	New	+$6.27K	﹤0.01%	903
2019 Q4	–	Sell	-145	Closed	-$4K	–	975
2019 Q3	$4K	Buy	+145	New	+$3.35K	﹤0.01%	891

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

HM Payson & Co's XPO Position: Q1 2021 in Review

HM Payson & Co sold out of XPO (XPO) in Q1 2021, closing a stake of 173 shares — an estimated $7K sold.

HM Payson & Co first reported a position in XPO in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 506 funds tracked by Wall St. Rank hold XPO as of Q1 2021.

HM Payson & Co reported no remaining XPO position as of Q1 2021 after selling out during the quarter.
HM Payson & Co sold 173 XPO shares in Q1 2021, an estimated $7K.
HM Payson & Co first reported a position in XPO in Q3 2019 and held it in 2 quarters.
HM Payson & Co's XPO position peaked at $7K in Q4 2020.
506 funds tracked by Wall St. Rank held XPO as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.