LF
XPO icon

Lee Financial’s XPO XPO Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-27
Closed -$2.37K – 837
2023
Q4 		$2.37K Hold
27
– – ﹤0.01% 710
2023
Q3 		$2.02K Hold
27
– – ﹤0.01% 682
2023
Q2 		$1.59K Sell
27
-25
-48% -$1.13K ﹤0.01% 698
2023
Q1 		$1.66K Buy
+52
New +$1.87K ﹤0.01% 708
2021
Q4 		– Sell
-22
Closed -$1K – 963
2021
Q3 		$1K Sell
22
-16
-42% -$802 ﹤0.01% 691
2021
Q2 		$2K Buy
+38
New +$1.86K ﹤0.01% 635

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lee Financial's XPO Position: Q1 2024 in Review

Lee Financial sold out of XPO (XPO) in Q1 2024, closing a stake of 27 shares — an estimated $2.37K sold.

Lee Financial first reported a position in XPO in Q2 2021 and held it in 6 quarters. The position peaked at $2.37K in Q4 2023. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

  • Lee Financial reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 27 XPO shares in Q1 2024, an estimated $2.37K.
  • Lee Financial first reported a position in XPO in Q2 2021 and held it in 6 quarters.
  • Lee Financial's XPO position peaked at $2.37K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.