JIM
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Jupiter Investment Management’s XPO XPO Stock Holding History

Jupiter Investment Management’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
2018
Q1 		– Sell
-10,409
Closed -$329K – 450
2017
Q4 		$329K Buy
+10,409
New +$266K ﹤0.01% 303
2017
Q2 		– Sell
-28,914
Closed -$478K – 493
2017
Q1 		$478K Buy
28,914
+4,915
+20% +$80.3K 0.01% 289
2016
Q4 		$358K Buy
+23,999
New +$334K 0.01% 287

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jupiter Investment Management's XPO Position: Q1 2018 in Review

Jupiter Investment Management sold out of XPO (XPO) in Q1 2018, closing a stake of 10,409 shares — an estimated $329K sold.

Jupiter Investment Management first reported a position in XPO in Q4 2016 and held it in 3 quarters. The position peaked at $478K in Q1 2017. 455 funds tracked by Wall St. Rank hold XPO as of Q1 2018.

  • Jupiter Investment Management reported no remaining XPO position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 10,409 XPO shares in Q1 2018, an estimated $329K.
  • Jupiter Investment Management first reported a position in XPO in Q4 2016 and held it in 3 quarters.
  • Jupiter Investment Management's XPO position peaked at $478K in Q1 2017.
  • 455 funds tracked by Wall St. Rank held XPO as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.