LIP
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Liontrust Investment Partners’s XPO XPO Stock Holding History

Liontrust Investment Partners’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
2023
Q1 		– Sell
-20,000
Closed -$666K – 243
2022
Q4 		$666K Sell
20,000
-13,660
-41% -$460K 0.01% 174
2022
Q3 		$890K Hold
33,660
– – 0.01% 221
2022
Q2 		$963K Hold
33,660
– – 0.01% 223
2022
Q1 		$1.46M Hold
33,660
– – 0.02% 169
2021
Q4 		$1.55M Buy
33,660
+16,830
+100% +$782K 0.02% 179
2021
Q3 		$796K Buy
+16,830
New +$843K 0.01% 190

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Liontrust Investment Partners's XPO Position: Q1 2023 in Review

Liontrust Investment Partners sold out of XPO (XPO) in Q1 2023, closing a stake of 20,000 shares — an estimated $666K sold.

Liontrust Investment Partners first reported a position in XPO in Q3 2021 and held it in 6 quarters. The position peaked at $1.55M in Q4 2021. 383 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Liontrust Investment Partners reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 20,000 XPO shares in Q1 2023, an estimated $666K.
  • Liontrust Investment Partners first reported a position in XPO in Q3 2021 and held it in 6 quarters.
  • Liontrust Investment Partners's XPO position peaked at $1.55M in Q4 2021.
  • 383 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.