MLFP
XHR

MPS Loria Financial Planners’s Xenia Hotels & Resorts XHR Stock Holding History

MPS Loria Financial Planners’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,909
Closed -$95K – 569
2021
Q1 		$95K Sell
4,909
-1,065
-18% -$18.8K 0.04% 119
2020
Q4 		$88K Sell
5,974
-421
-7% -$5.05K 0.04% 121
2020
Q3 		$56K Sell
6,395
-40
-0.6% -$353 0.03% 143
2020
Q2 		$60K Buy
+6,435
New +$59.9K 0.03% 135
2017
Q3 		– Sell
-5,672
Closed -$111K – 350
2017
Q2 		$111K Buy
+5,672
New +$103K 0.07% 109

Other funds holding XHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return