JG
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Jefferies Group’s XPO XPO Stock Holding History

Jefferies Group’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
Q4 		– Sell
-61,766
Closed -$2.92M – 2053
2021
Q3 		$2.92M Buy
+61,766
New +$3.1M 0.02% 619
2021
Q1 		– Sell
-57,828
Closed -$2.38M – 2049
2020
Q4 		$2.38M Buy
+57,828
New +$2.1M 0.02% 651
2020
Q3 		– Sell
-115,656
Closed -$3.09K – 1585
2020
Q2 		$3.09K Sell
115,656
-260,803
-69% -$6.24M 0.04% 406
2020
Q1 		$6.35M Buy
+376,459
New +$10.1M 0.07% 242
2019
Q3 		– Sell
-28,914
Closed -$578K – 3106
2019
Q2 		$578K Buy
+28,914
New +$589K ﹤0.01% 1597
2016
Q2 		– Sell
-245,768
Closed -$2.61M – 2485
2016
Q1 		$2.61M Buy
+245,768
New +$2.14M 0.02% 730
2015
Q4 		– Sell
-917,439
Closed -$7.56M – 2617
2015
Q3 		$7.56M Buy
+917,439
New +$12M 0.04% 332
2015
Q2 		– Sell
-59,852
Closed -$941K – 3536
2015
Q1 		$941K Buy
+59,852
New +$867K 0.01% 1075

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Jefferies Group's XPO Position: Q4 2021 in Review

Jefferies Group sold out of XPO (XPO) in Q4 2021, closing a stake of 6,264 shares — an estimated $296K sold.

Jefferies Group first reported a position in XPO in Q2 2014 and held it in 20 quarters. The position peaked at $12.9M in Q1 2020. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Jefferies Group reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 6,264 XPO shares in Q4 2021, an estimated $296K.
  • Jefferies Group first reported a position in XPO in Q2 2014 and held it in 20 quarters.
  • Jefferies Group's XPO position peaked at $12.9M in Q1 2020.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.