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Mason Morfit’s XPO XPO Stock Holding History

Mason Morfit’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
2019
Q3 		– Sell
-2,891,394
Closed -$57.8M – 25
2019
Q2 		$57.8M Buy
+2,891,394
New +$58.9M 0.6% 15

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mason Morfit's XPO Position: Q3 2019 in Review

Mason Morfit sold out of XPO (XPO) in Q3 2019, closing a stake of 2,891,394 shares — an estimated $57.8M sold.

Mason Morfit first reported a position in XPO in Q2 2019 and held it in 1 quarter. The position peaked at $57.8M in Q2 2019. 366 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

  • Mason Morfit reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
  • Mason Morfit sold 2,891,394 XPO shares in Q3 2019, an estimated $57.8M.
  • Mason Morfit first reported a position in XPO in Q2 2019 and held it in 1 quarter.
  • Mason Morfit's XPO position peaked at $57.8M in Q2 2019.
  • 366 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on ValueAct Holdings's 13F filing for Q3 2019, filed 14 Nov 2019.