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IBM Retirement Fund’s XPO XPO Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-4,753
Closed -$225K – 712
2021
Q3 		$225K Sell
4,753
-3,302
-41% -$165K 0.02% 681
2021
Q2 		$390K Sell
8,055
-850
-10% -$41.5K 0.03% 498
2021
Q1 		$380K Sell
8,905
-781
-8% -$32.4K 0.03% 536
2020
Q4 		$399K Buy
9,686
+1,156
+14% +$41.9K 0.03% 520
2020
Q3 		$250K Buy
+8,530
New +$245K 0.02% 578
2018
Q4 		– Sell
-5,881
Closed -$232K – 436
2018
Q3 		$232K Sell
5,881
-656
-10% -$23.9K 0.05% 393
2018
Q2 		$227K Sell
6,537
-1,007
-13% -$36.5K 0.05% 432
2018
Q1 		$266K Buy
+7,544
New +$252K 0.05% 414

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

IBM Retirement Fund's XPO Position: Q4 2021 in Review

IBM Retirement Fund sold out of XPO (XPO) in Q4 2021, closing a stake of 4,753 shares — an estimated $225K sold.

IBM Retirement Fund first reported a position in XPO in Q1 2018 and held it in 8 quarters. The position peaked at $399K in Q4 2020. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • IBM Retirement Fund reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 4,753 XPO shares in Q4 2021, an estimated $225K.
  • IBM Retirement Fund first reported a position in XPO in Q1 2018 and held it in 8 quarters.
  • IBM Retirement Fund's XPO position peaked at $399K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.