LC
XL

Leon Cooperman’s XL Group Ltd. XL Stock Holding History

Leon Cooperman’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$78.6M Sell
2,399,992
-708,180
-23% -$22.7M 1.04% 43
2014
Q1 		$97.1M Sell
3,108,172
-101,700
-3% -$3.04M 1.29% 37
2013
Q4 		$102M Sell
3,209,872
-440,165
-12% -$13.7M 1.45% 31
2013
Q3 		$112M Buy
3,650,037
+6,000
+0.2% +$186K 1.7% 26
2013
Q2 		$110M Buy
+3,644,037
New +$114M 1.69% 25

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Leon Cooperman's XL Position: Q2 2014 in Review

Leon Cooperman reduced its XL Group Ltd. (XL) stake by 23% in Q2 2014, selling an estimated $22.7M and leaving 2,399,992 shares worth $78.6M. The position accounts for 1.04% of the portfolio, ranked #43.

Leon Cooperman first reported a position in XL in Q2 2013 and has held it in 5 quarters since. The position peaked at $112M in Q3 2013. 325 funds tracked by Wall St. Rank hold XL as of Q2 2014.

  • Leon Cooperman held 2,399,992 shares of XL Group Ltd. worth $78.6M as of Q2 2014.
  • Leon Cooperman sold 708,180 XL Group Ltd. shares in Q2 2014, an estimated $22.7M.
  • XL Group Ltd. made up 1.04% of Leon Cooperman's portfolio in Q2 2014, its #43 holding.
  • Leon Cooperman first reported a position in XL Group Ltd. in Q2 2013 and has held it in 5 quarters since.
  • Leon Cooperman's XL Group Ltd. position peaked at $112M in Q3 2013.
  • 325 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2014.

Based on Cooperman Leon G's 13F filing for Q2 2014, filed 14 Aug 2014.