Madison Asset Management’s XP XP Stock Holding History

Madison Asset 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
2023 Q1	–	Sell	-128,632	Closed	-$1.97M	–	322
2022 Q4	$1.97M	Buy	128,632 +10,105	+9%	+$177K	0.03%	248
2022 Q3	$2.25M	Sell	118,527 -5,766	-5%	-$114K	0.04%	239
2022 Q2	$2.23M	Buy	124,293 +15,433	+14%	+$355K	0.03%	253
2022 Q1	$3.28M	Buy	108,860 +2,527	+2%	+$78.8K	0.05%	217
2021 Q4	$3.06M	Buy	+106,333	New	+$3.46M	0.04%	233

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Madison Asset Management's XP Position: Q1 2023 in Review

Madison Asset Management sold out of XP (XP) in Q1 2023, closing a stake of 128,632 shares — an estimated $1.97M sold.

Madison Asset Management first reported a position in XP in Q4 2021 and held it in 5 quarters. The position peaked at $3.28M in Q1 2022. 192 funds tracked by Wall St. Rank hold XP as of Q1 2023.

Madison Asset Management reported no remaining XP position as of Q1 2023 after selling out during the quarter.
Madison Asset Management sold 128,632 XP shares in Q1 2023, an estimated $1.97M.
Madison Asset Management first reported a position in XP in Q4 2021 and held it in 5 quarters.
Madison Asset Management's XP position peaked at $3.28M in Q1 2022.
192 funds tracked by Wall St. Rank held XP as of Q1 2023.

Based on Madison Asset Management's 13F filing for Q1 2023, filed 26 Apr 2023.