Inlet Private Wealth’s XPO XPO Stock Holding History

Inlet Private Wealth’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
2020 Q4	–	Sell	-74,237	Closed	-$2.17M	–	130
2020 Q3	$2.17M	Sell	74,237 -64,767	-47%	-$1.86M	0.85%	43
2020 Q2	$3.71M	Sell	139,004 -1,012	-0.7%	-$24.2K	1.48%	16
2020 Q1	$2.36M	Hold	140,016	–	–	1.09%	33
2019 Q4	$3.86M	Buy	140,016 +2,892	+2%	+$79.5K	1.28%	25
2019 Q3	$3.39M	Buy	+137,124	New	+$3.17M	1.26%	22

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

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 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

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

Inlet Private Wealth's XPO Position: Q4 2020 in Review

Inlet Private Wealth sold out of XPO (XPO) in Q4 2020, closing a stake of 74,237 shares — an estimated $2.17M sold.

Inlet Private Wealth first reported a position in XPO in Q3 2019 and held it in 5 quarters. The position peaked at $3.86M in Q4 2019. 481 funds tracked by Wall St. Rank hold XPO as of Q4 2020.

Inlet Private Wealth reported no remaining XPO position as of Q4 2020 after selling out during the quarter.
Inlet Private Wealth sold 74,237 XPO shares in Q4 2020, an estimated $2.17M.
Inlet Private Wealth first reported a position in XPO in Q3 2019 and held it in 5 quarters.
Inlet Private Wealth's XPO position peaked at $3.86M in Q4 2019.
481 funds tracked by Wall St. Rank held XPO as of Q4 2020.

Based on Inlet Private Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.