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Monarch Partners Asset Management’s XPO XPO Stock Holding History

Monarch Partners Asset 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
Q1 		– Sell
-18,129
Closed -$747K – 194
2020
Q4 		$747K Buy
+18,129
New +$657K 0.13% 155

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Monarch Partners Asset Management's XPO Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of XPO (XPO) in Q1 2021, closing a stake of 18,129 shares — an estimated $747K sold.

Monarch Partners Asset Management first reported a position in XPO in Q4 2020 and held it in 1 quarter. The position peaked at $747K in Q4 2020. 506 funds tracked by Wall St. Rank hold XPO as of Q1 2021.

  • Monarch Partners Asset Management reported no remaining XPO position as of Q1 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 18,129 XPO shares in Q1 2021, an estimated $747K.
  • Monarch Partners Asset Management first reported a position in XPO in Q4 2020 and held it in 1 quarter.
  • Monarch Partners Asset Management's XPO position peaked at $747K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held XPO as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.