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Marietta Investment Partners’s XPO XPO Stock Holding History

Marietta Investment Partners’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
2018
Q4 		– Sell
-94,977
Closed -$3.75M – 149
2018
Q3 		$3.75M Buy
94,977
+12,809
+16% +$466K 1.11% 34
2018
Q2 		$2.85M Buy
82,168
+69,220
+535% +$2.51M 0.88% 31
2018
Q1 		$456K Buy
12,948
+1,215
+10% +$40.5K 0.14% 100
2017
Q4 		$372K Buy
+11,733
New +$300K 0.11% 110

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OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Marietta Investment Partners's XPO Position: Q4 2018 in Review

Marietta Investment Partners sold out of XPO (XPO) in Q4 2018, closing a stake of 94,977 shares — an estimated $3.75M sold.

Marietta Investment Partners first reported a position in XPO in Q4 2017 and held it in 4 quarters. The position peaked at $3.75M in Q3 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Marietta Investment Partners reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Marietta Investment Partners sold 94,977 XPO shares in Q4 2018, an estimated $3.75M.
  • Marietta Investment Partners first reported a position in XPO in Q4 2017 and held it in 4 quarters.
  • Marietta Investment Partners's XPO position peaked at $3.75M in Q3 2018.
  • 428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Marietta Investment Partners's 13F filing for Q4 2018, filed 14 Feb 2019.