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	-100,000	Closed	-$1.9M	–	45
2022 Q3	$1.9M	Buy	+100,000	New	+$1.98M	0.21%	35

Other funds holding XP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

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.