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Investment House LLC’s XPO XPO Stock Holding History

Investment House LLC’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
2022
Q4 		– Sell
-22,608
Closed -$598K – 184
2022
Q3 		$598K Sell
22,608
-1,607
-7% -$50.1K 0.06% 127
2022
Q2 		$693K Sell
24,215
-715
-3% -$22.7K 0.06% 116
2022
Q1 		$1.08M Sell
24,930
-214
-0.9% -$8.95K 0.08% 103
2021
Q4 		$1.16M Sell
25,144
-547
-2% -$25.4K 0.07% 107
2021
Q3 		$1.22M Sell
25,691
-18,735
-42% -$939K 0.09% 103
2021
Q2 		$2.15M Hold
44,426
– – 0.15% 89
2021
Q1 		$1.9M Sell
44,426
-3,137
-7% -$130K 0.15% 86
2020
Q4 		$1.96M Hold
47,563
– – 0.14% 95
2020
Q3 		$1.39M Sell
47,563
-1,085
-2% -$31.2K 0.11% 105
2020
Q2 		$1.3M Sell
48,648
-2,631
-5% -$63K 0.11% 98
2020
Q1 		$865K Sell
51,279
-72,733
-59% -$1.94M 0.1% 105
2019
Q4 		$3.42M Sell
124,012
-8,561
-6% -$235K 0.32% 68
2019
Q3 		$3.28M Sell
132,573
-2,311
-2% -$53.4K 0.33% 73
2019
Q2 		$2.7M Sell
134,884
-4,452
-3% -$90.7K 0.28% 75
2019
Q1 		$2.59M Sell
139,336
-74,364
-35% -$1.43M 0.28% 75
2018
Q4 		$4.22M Buy
213,700
+23,059
+12% +$639K 0.53% 60
2018
Q3 		$7.53M Buy
190,641
+5,031
+3% +$183K 0.8% 41
2018
Q2 		$6.43M Buy
185,610
+6,968
+4% +$253K 0.75% 42
2018
Q1 		$6.29M Buy
178,642
+68,205
+62% +$2.28M 0.77% 43
2017
Q4 		$3.5M Buy
+110,437
New +$2.82M 0.43% 64

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Investment House LLC's XPO Position: Q4 2022 in Review

Investment House LLC sold out of XPO (XPO) in Q4 2022, closing a stake of 22,608 shares — an estimated $598K sold.

Investment House LLC first reported a position in XPO in Q4 2017 and held it in 20 quarters. The position peaked at $7.53M in Q3 2018. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Investment House LLC reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Investment House LLC sold 22,608 XPO shares in Q4 2022, an estimated $598K.
  • Investment House LLC first reported a position in XPO in Q4 2017 and held it in 20 quarters.
  • Investment House LLC's XPO position peaked at $7.53M in Q3 2018.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Investment House LLC's 13F filing for Q4 2022, filed 7 Feb 2023.