LOAMS
XP icon

Lombard Odier Asset Management (Switzerland)’s XP XP Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2021
Q4 		– Sell
-206,900
Closed -$8.17M – 408
2021
Q3 		$8.17M Hold
206,900
– – 0.51% 69
2021
Q2 		$9.01M Buy
+206,900
New +$8.56M 0.46% 70

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s XP Position: Q4 2021 in Review

Lombard Odier Asset Management (Switzerland) sold out of XP (XP) in Q4 2021, closing a stake of 206,900 shares — an estimated $8.17M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in XP in Q2 2021 and held it in 2 quarters. The position peaked at $9.01M in Q2 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

  • Lombard Odier Asset Management (Switzerland) reported no remaining XP position as of Q4 2021 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 206,900 XP shares in Q4 2021, an estimated $8.17M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in XP in Q2 2021 and held it in 2 quarters.
  • Lombard Odier Asset Management (Switzerland)'s XP position peaked at $9.01M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2021, filed 14 Feb 2022.