Kula Investments’s XPO XPO Stock Holding History

Kula Investments’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
2023 Q1	$272K	Buy	+8,514	New	+$307K	0.07%	482

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Kula Investments's XPO Position: Q1 2023 in Review

Kula Investments opened a new position in XPO (XPO) in Q1 2023: 8,514 shares worth $272K. The stake represents 0.07% of the portfolio and ranks #482 among its holdings.

383 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

Kula Investments held 8,514 shares of XPO worth $272K as of Q1 2023.
XPO was a new Kula Investments position in Q1 2023.
XPO made up 0.07% of Kula Investments's portfolio in Q1 2023, its #482 holding.
383 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.