INVST’s XPO XPO Stock Holding History

INVST’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 Q3	–	Sell	-6,055	Closed	-$293K	–	207
2021 Q2	$293K	Sell	6,055 -344	-5%	-$16.8K	0.05%	164
2021 Q1	$308K	Sell	6,399 -4,033	-39%	-$167K	0.05%	142
2020 Q4	$430K	Buy	10,432 +2,414	+30%	+$87.5K	0.08%	126
2020 Q3	$236K	Buy	+8,018	New	+$231K	0.06%	142

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

INVST's XPO Position: Q3 2021 in Review

INVST sold out of XPO (XPO) in Q3 2021, closing a stake of 6,055 shares — an estimated $293K sold.

INVST first reported a position in XPO in Q3 2020 and held it in 4 quarters. The position peaked at $430K in Q4 2020. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

INVST reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
INVST sold 6,055 XPO shares in Q3 2021, an estimated $293K.
INVST first reported a position in XPO in Q3 2020 and held it in 4 quarters.
INVST's XPO position peaked at $430K in Q4 2020.
484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on INVST's 13F filing for Q3 2021, filed 10 Nov 2021.