LIM
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Longfellow Investment Management’s XP XP Stock Holding History

Longfellow Investment Management’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
2022
Q1 		– Sell
-6,385
Closed -$184K – 428
2021
Q4 		$184K Buy
+6,385
New +$208K 0.03% 219

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Longfellow Investment Management's XP Position: Q1 2022 in Review

Longfellow Investment Management sold out of XP (XP) in Q1 2022, closing a stake of 6,385 shares — an estimated $184K sold.

Longfellow Investment Management first reported a position in XP in Q4 2021 and held it in 1 quarter. The position peaked at $184K in Q4 2021. 238 funds tracked by Wall St. Rank hold XP as of Q1 2022.

  • Longfellow Investment Management reported no remaining XP position as of Q1 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 6,385 XP shares in Q1 2022, an estimated $184K.
  • Longfellow Investment Management first reported a position in XP in Q4 2021 and held it in 1 quarter.
  • Longfellow Investment Management's XP position peaked at $184K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held XP as of Q1 2022.

Based on Longfellow Investment Management's 13F filing for Q1 2022, filed 16 May 2022.