Kayne Anderson Rudnick Investment Management
XP icon

Kayne Anderson Rudnick Investment Management’s XP XP Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38
Closed -$452 – 1024
2024
Q4 		$452 Hold
38
– – ﹤0.01% 942
2024
Q3 		$685 Sell
38
-10
-21% -$182 ﹤0.01% 912
2024
Q2 		$847 Buy
48
+10
+26% +$207 ﹤0.01% 866
2024
Q1 		$979 Hold
38
– – ﹤0.01% 843
2023
Q4 		$995 Buy
+38
New +$867 ﹤0.01% 827

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's XP Position: Q1 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of XP (XP) in Q1 2025, closing a stake of 38 shares — an estimated $452 sold.

Kayne Anderson Rudnick Investment Management first reported a position in XP in Q4 2023 and held it in 5 quarters. The position peaked at $995 in Q4 2023. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 38 XP shares in Q1 2025, an estimated $452.
  • Kayne Anderson Rudnick Investment Management first reported a position in XP in Q4 2023 and held it in 5 quarters.
  • Kayne Anderson Rudnick Investment Management's XP position peaked at $995 in Q4 2023.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2025, filed 14 May 2025.