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Kiwi Wealth Investments Limited Partnership’s XPO XPO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-252,852
Closed -$9.98M – 207
2018
Q3 		$9.98M Sell
252,852
-73,902
-23% -$2.69M 0.94% 29
2018
Q2 		$11.3M Buy
326,754
+54,622
+20% +$1.98M 1.08% 28
2018
Q1 		$9.58M Buy
272,132
+25,910
+11% +$864K 0.94% 33
2017
Q4 		$7.8M Buy
246,222
+51,513
+26% +$1.32M 0.85% 36
2017
Q3 		$4.56M Buy
+194,709
New +$4.08M 0.55% 52

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's XPO Position: Q4 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of XPO (XPO) in Q4 2018, closing a stake of 252,852 shares — an estimated $9.98M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XPO in Q3 2017 and held it in 5 quarters. The position peaked at $11.3M in Q2 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 252,852 XPO shares in Q4 2018, an estimated $9.98M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in XPO in Q3 2017 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's XPO position peaked at $11.3M in Q2 2018.
  • 428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2018, filed 14 Feb 2019.