Morse Asset Management’s XPO XPO Stock Holding History

Morse 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
2024 Q2	–	Sell	-2,120	Closed	-$259K	–	166
2024 Q1	$259K	Sell	2,120 -1,462	-41%	-$157K	0.07%	132
2023 Q4	$314K	Sell	3,582 -5,133	-59%	-$418K	0.09%	119
2023 Q3	$651K	Sell	8,715 -25	-0.3%	-$1.73K	0.21%	95
2023 Q2	$516K	Sell	8,740 -1,275	-13%	-$57.7K	0.16%	111
2023 Q1	$319K	Buy	10,015 +2,045	+26%	+$73.6K	0.11%	121
2022 Q4	$265K	Sell	7,970 -3,525	-31%	-$119K	0.1%	122
2022 Q3	$304K	Buy	+11,495	New	+$358K	0.11%	118
2022 Q1	–	Sell	-22,350	Closed	-$1.03M	–	188
2021 Q4	$1.03M	Sell	22,350 -51,386	-70%	-$2.39M	0.23%	89
2021 Q3	$3.49M	Sell	73,736 -49,987	-40%	-$2.51M	0.83%	30
2021 Q2	$5.99M	Sell	123,723 -4,256	-3%	-$208K	1.45%	18
2021 Q1	$5.46M	Sell	127,979 -535	-0.4%	-$22.2K	1.4%	19
2020 Q4	$5.3M	Buy	128,514 +6,968	+6%	+$252K	1.47%	19
2020 Q3	$3.56M	Buy	121,546 +57,548	+90%	+$1.66M	1.14%	23
2020 Q2	$1.71M	Sell	63,998 -22,842	-26%	-$547K	0.61%	43
2020 Q1	$1.46M	Sell	86,840 -13,517	-13%	-$361K	0.7%	41
2019 Q4	$2.77M	Buy	100,357 +22,885	+30%	+$629K	0.95%	32
2019 Q3	$1.92M	Buy	+77,472	New	+$1.79M	0.72%	43

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return