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Ladenburg Thalmann Financial Services’s XPO XPO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$957K Buy
34,512
+12,433
+56% +$342K 0.01% 1315
2019
Q3 		$547K Buy
22,079
+2,212
+11% +$51.1K ﹤0.01% 1694
2019
Q2 		$397K Buy
19,867
+509
+3% +$10.4K ﹤0.01% 1930
2019
Q1 		$359K Sell
19,358
-1,532
-7% -$29.4K ﹤0.01% 1944
2018
Q4 		$412K Buy
20,890
+7,269
+53% +$201K ﹤0.01% 1682
2018
Q3 		$538K Buy
13,621
+696
+5% +$25.3K ﹤0.01% 1544
2018
Q2 		$455K Hold
12,925
– – ﹤0.01% 1622
2018
Q1 		$455K Buy
12,925
+1,903
+17% +$63.5K ﹤0.01% 1622
2017
Q4 		$349K Buy
11,022
+55
+0.5% +$1.41K ﹤0.01% 1795
2017
Q3 		$257K Sell
10,967
-2,307
-17% -$48.3K ﹤0.01% 1913
2017
Q2 		$297K Buy
13,274
+1,867
+16% +$35K ﹤0.01% 1744
2017
Q1 		$189K Buy
11,407
+368
+3% +$6.01K ﹤0.01% 1959
2016
Q4 		$165K Buy
11,039
+827
+8% +$11.5K ﹤0.01% 1961
2016
Q3 		$129K Buy
10,212
+6,398
+168% +$72.3K ﹤0.01% 2068
2016
Q2 		$35K Sell
3,814
-1,463
-28% -$14.5K ﹤0.01% 2958
2016
Q1 		$55K Buy
5,277
+382
+8% +$3.33K ﹤0.01% 2532
2015
Q4 		$46K Sell
4,895
-58
-1% -$576 ﹤0.01% 2618
2015
Q3 		$41K Buy
4,953
+330
+7% +$4.33K ﹤0.01% 2607
2015
Q2 		$73K Hold
4,623
– – ﹤0.01% 2326
2015
Q1 		$73K Buy
4,623
+1,266
+38% +$18.3K ﹤0.01% 2288
2014
Q4 		$47K Sell
3,357
-272
-7% -$3.59K ﹤0.01% 2403
2014
Q3 		$47K Buy
3,629
+3,421
+1,645% +$37.3K ﹤0.01% 2069
2014
Q2 		$2K Hold
208
– – ﹤0.01% 3668
2014
Q1 		$2K Buy
208
+101
+94% +$1.01K ﹤0.01% 3537
2013
Q4 		$1K Buy
+107
New +$824 ﹤0.01% 3646

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services's XPO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its XPO (XPO) stake by 56% in Q4 2019, buying an estimated $342K and bringing the position to 34,512 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #1315.

Ladenburg Thalmann Financial Services first reported a position in XPO in Q4 2013 and has held it in 25 quarters since. 396 funds tracked by Wall St. Rank hold XPO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 34,512 shares of XPO worth $957K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 12,433 XPO shares in Q4 2019, an estimated $342K.
  • XPO made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1315 holding.
  • Ladenburg Thalmann Financial Services first reported a position in XPO in Q4 2013 and has held it in 25 quarters since.
  • 396 funds tracked by Wall St. Rank held XPO as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.