Israel Englander’s XBP Global Holdings XBP Stock Holding History

Israel Englander’s Portfolio XBP Stock Details XBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,820	Closed	-$99.3K	–	6624
2024 Q1	$99.3K	Buy	+4,820	New	+$136K	﹤0.01%	5584
2022 Q4	–	Sell	-5,125	Closed	-$523K	–	7119
2022 Q3	$523K	Sell	5,125 -793	-13%	-$80.7K	﹤0.01%	4939
2022 Q2	$598K	Buy	5,918 +793	+15%	+$80K	﹤0.01%	4813
2022 Q1	$516K	Sell	5,125 -17,766	-78%	-$1.78M	﹤0.01%	5096
2021 Q4	$2.29M	Buy	22,891 +6,542	+40%	+$650K	﹤0.01%	3658
2021 Q3	$1.63M	Sell	16,349 -14,871	-48%	-$1.47M	﹤0.01%	4152
2021 Q2	$3.08M	Buy	+31,220	New	+$3.09M	﹤0.01%	3401

Other funds holding XBP

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Israel Englander's XBP Position: Q2 2024 in Review

Israel Englander sold out of XBP Global Holdings (XBP) in Q2 2024, closing a stake of 4,820 shares — an estimated $99.3K sold.

Israel Englander first reported a position in XBP in Q2 2021 and held it in 7 quarters. The position peaked at $3.08M in Q2 2021. 9 funds tracked by Wall St. Rank hold XBP as of Q2 2024.

Israel Englander reported no remaining XBP Global Holdings position as of Q2 2024 after selling out during the quarter.
Israel Englander sold 4,820 XBP Global Holdings shares in Q2 2024, an estimated $99.3K.
Israel Englander first reported a position in XBP Global Holdings in Q2 2021 and held it in 7 quarters.
Israel Englander's XBP Global Holdings position peaked at $3.08M in Q2 2021.
9 funds tracked by Wall St. Rank held XBP Global Holdings as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.