NBT Bank’s XPO XPO Stock Holding History

NBT Bank’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	-129	Closed	-$13.9K	–	845
2024 Q3	$13.9K	Hold	129	–	–	﹤0.01%	647
2024 Q2	$13.7K	Hold	129	–	–	﹤0.01%	460
2024 Q1	$15.7K	Hold	129	–	–	﹤0.01%	454
2023 Q4	$11.3K	Buy	+129	New	+$10.5K	﹤0.01%	461

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 $3.38T AUM 44.17% 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

NBT Bank's XPO Position: Q4 2024 in Review

NBT Bank sold out of XPO (XPO) in Q4 2024, closing a stake of 129 shares — an estimated $13.9K sold.

NBT Bank first reported a position in XPO in Q4 2023 and held it in 4 quarters. The position peaked at $15.7K in Q1 2024. 543 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

NBT Bank reported no remaining XPO position as of Q4 2024 after selling out during the quarter.
NBT Bank sold 129 XPO shares in Q4 2024, an estimated $13.9K.
NBT Bank first reported a position in XPO in Q4 2023 and held it in 4 quarters.
NBT Bank's XPO position peaked at $15.7K in Q1 2024.
543 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on NBT Bank's 13F filing for Q4 2024, filed 7 Feb 2025.