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XP icon

LMR Partners’s XP XP Stock Holding History

LMR Partners’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-174,000
Closed -$3.06M – 1547
2024
Q2 		$3.06M Hold
174,000
– – 0.03% 442
2024
Q1 		$4.46M Buy
+174,000
New +$4.36M 0.05% 362
2023
Q1 		– Sell
-635,366
Closed -$9.75M – 1175
2022
Q4 		$9.75M Buy
635,366
+10,000
+2% +$175K 0.17% 150
2022
Q3 		$11.9M Hold
625,366
– – 0.22% 99
2022
Q2 		$11.2M Sell
625,366
-290,000
-32% -$6.68M 0.19% 116
2022
Q1 		$27.6M Buy
915,366
+50,000
+6% +$1.56M 0.32% 62
2021
Q4 		$24.9M Buy
865,366
+446,882
+107% +$14.6M 0.25% 76
2021
Q3 		$16.8M Buy
+418,484
New +$18.7M 0.19% 109

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LMR Partners's XP Position: Q3 2024 in Review

LMR Partners sold out of XP (XP) in Q3 2024, closing a stake of 174,000 shares — an estimated $3.06M sold.

LMR Partners first reported a position in XP in Q3 2021 and held it in 8 quarters. The position peaked at $27.6M in Q1 2022. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • LMR Partners reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • LMR Partners sold 174,000 XP shares in Q3 2024, an estimated $3.06M.
  • LMR Partners first reported a position in XP in Q3 2021 and held it in 8 quarters.
  • LMR Partners's XP position peaked at $27.6M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on LMR Partners's 13F filing for Q3 2024, filed 7 Nov 2024.