MAFM
XPO icon

Mid Atlantic Financial Management’s XPO XPO Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$263K Sell
5,569
-5,664
-50% -$284K 0.02% 720
2021
Q2 		$543K Hold
11,233
– – 0.04% 437
2021
Q1 		$479K Sell
11,233
-1,316
-10% -$54.6K 0.04% 448
2020
Q4 		$517K Buy
12,549
+2,892
+30% +$105K 0.04% 385
2020
Q3 		$332K Buy
9,657
+49
+0.5% +$1.41K 0.03% 476
2020
Q2 		$257K Buy
+9,608
New +$230K 0.02% 536

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Mid Atlantic Financial Management's XPO Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its XPO (XPO) stake by 50% in Q3 2021, selling an estimated $284K and leaving 5,569 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #720.

Mid Atlantic Financial Management first reported a position in XPO in Q2 2020 and has held it in 6 quarters since. The position peaked at $543K in Q2 2021. 485 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

  • Mid Atlantic Financial Management held 5,569 shares of XPO worth $263K as of Q3 2021.
  • Mid Atlantic Financial Management sold 5,664 XPO shares in Q3 2021, an estimated $284K.
  • XPO made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #720 holding.
  • Mid Atlantic Financial Management first reported a position in XPO in Q2 2020 and has held it in 6 quarters since.
  • Mid Atlantic Financial Management's XPO position peaked at $543K in Q2 2021.
  • 485 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.