Matrix Trust Company’s XPO XPO Stock Holding History

Matrix Trust Company’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	-126	Closed	-$14K	–	285
2024 Q3	$14K	Buy	126 +3	+2%	+$336	﹤0.01%	211
2024 Q2	$13K	Buy	+123	New	+$13.8K	﹤0.01%	136

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Matrix Trust Company's XPO Position: Q4 2024 in Review

Matrix Trust Company sold out of XPO (XPO) in Q4 2024, closing a stake of 126 shares — an estimated $14K sold.

Matrix Trust Company first reported a position in XPO in Q2 2024 and held it in 2 quarters. The position peaked at $14K in Q3 2024. 543 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

Matrix Trust Company reported no remaining XPO position as of Q4 2024 after selling out during the quarter.
Matrix Trust Company sold 126 XPO shares in Q4 2024, an estimated $14K.
Matrix Trust Company first reported a position in XPO in Q2 2024 and held it in 2 quarters.
Matrix Trust Company's XPO position peaked at $14K in Q3 2024.
543 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on Matrix Trust Company's 13F filing for Q4 2024, filed 13 Jan 2025.