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Inherent Group’s XP XP Stock Holding History

Inherent Group’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
2022
Q4 		– Sell
-480,274
Closed -$9.13M – 46
2022
Q3 		$9.13M Sell
480,274
-179,601
-27% -$3.56M 1% 15
2022
Q2 		$11.9M Buy
659,875
+160,375
+32% +$3.69M 1.87% 10
2022
Q1 		$15M Buy
+499,500
New +$15.6M 2.82% 11
2021
Q2 		– Sell
-60,927
Closed -$2.29M – 55
2021
Q1 		$2.29M Buy
60,927
+20,000
+49% +$854K 0.32% 37
2020
Q4 		$1.62M Buy
40,927
+30,000
+275% +$1.23M 0.35% 24
2020
Q3 		$456K Hold
10,927
– – 0.23% 20
2020
Q2 		$459K Buy
+10,927
New +$335K 0.6% 15

Other funds holding XP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Inherent Group's XP Position: Q4 2022 in Review

Inherent Group sold out of XP (XP) in Q4 2022, closing a stake of 480,274 shares — an estimated $9.13M sold.

Inherent Group first reported a position in XP in Q2 2020 and held it in 7 quarters. The position peaked at $15M in Q1 2022. 199 funds tracked by Wall St. Rank hold XP as of Q4 2022.

  • Inherent Group reported no remaining XP position as of Q4 2022 after selling out during the quarter.
  • Inherent Group sold 480,274 XP shares in Q4 2022, an estimated $9.13M.
  • Inherent Group first reported a position in XP in Q2 2020 and held it in 7 quarters.
  • Inherent Group's XP position peaked at $15M in Q1 2022.
  • 199 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on Inherent Group's 13F filing for Q4 2022, filed 14 Feb 2023.