Mackenzie Financial

Mackenzie Financial’s XPO XPO Stock Holding History

Mackenzie Financial’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
2024 Q4	–	Sell	-5,847	Closed	-$629K	–	1795
2024 Q3	$629K	Buy	5,847 +335	+6%	+$37.5K	﹤0.01%	968
2024 Q2	$585K	Buy	+5,512	New	+$618K	﹤0.01%	980
2023 Q3	–	Sell	-18,497	Closed	-$1.1M	–	1607
2023 Q2	$1.1M	Sell	18,497 -5,603	-23%	-$254K	﹤0.01%	854
2023 Q1	$769K	Buy	+24,100	New	+$868K	﹤0.01%	912
2021 Q3	–	Sell	-28,914	Closed	-$814K	–	1490
2021 Q2	$814K	Buy	+28,914	New	+$1.41M	﹤0.01%	912
2021 Q1	–	Sell	-72,646	Closed	-$3M	–	1207
2020 Q4	$3M	Buy	72,646 +2,501	+4%	+$90.6K	0.01%	527
2020 Q3	$2.05M	Sell	70,145 -2,825	-4%	-$81.3K	0.01%	551
2020 Q2	$1.95M	Buy	72,970 +4,542	+7%	+$109K	0.01%	565
2020 Q1	$1.15M	Sell	68,428 -610	-0.9%	-$16.3K	﹤0.01%	612
2019 Q4	$1.9M	Buy	69,038 +9,186	+15%	+$252K	﹤0.01%	628
2019 Q3	$1.48M	Buy	+59,852	New	+$1.38M	﹤0.01%	661
2019 Q2	–	Sell	-20,546	Closed	-$382K	–	1273
2019 Q1	$382K	Buy	+20,546	New	+$394K	﹤0.01%	1070

Other funds holding XPO

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return