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Lederer & Associates Investment Counsel’s XPO XPO Stock Holding History

Lederer & Associates Investment Counsel’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
-40,552
Closed -$1.6M – 95
2018
Q3 		$1.6M Buy
40,552
+5,335
+15% +$194K 1.35% 36
2018
Q2 		$1.22M Buy
35,217
+231
+0.7% +$8.38K 1.1% 45
2018
Q1 		$1.23M Buy
+34,986
New +$1.17M 1.11% 43

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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Lederer & Associates Investment Counsel's XPO Position: Q4 2018 in Review

Lederer & Associates Investment Counsel sold out of XPO (XPO) in Q4 2018, closing a stake of 40,552 shares — an estimated $1.6M sold.

Lederer & Associates Investment Counsel first reported a position in XPO in Q1 2018 and held it in 3 quarters. The position peaked at $1.6M in Q3 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Lederer & Associates Investment Counsel reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 40,552 XPO shares in Q4 2018, an estimated $1.6M.
  • Lederer & Associates Investment Counsel first reported a position in XPO in Q1 2018 and held it in 3 quarters.
  • Lederer & Associates Investment Counsel's XPO position peaked at $1.6M in Q3 2018.
  • 428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Lederer & Associates Investment Counsel's 13F filing for Q4 2018, filed 25 Jan 2019.