LF
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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 $4.77B AUM 72.29% 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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return