NERM
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New England Research & Management’s XPO XPO Stock Holding History

New England Research & 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
2019
Q2 		– Sell
-12,867
Closed -$239K – 184
2019
Q1 		$239K Buy
+12,867
New +$247K 0.16% 149
2017
Q4 		– Sell
-21,830
Closed -$512K – 168
2017
Q3 		$512K Buy
+21,830
New +$457K 0.38% 92

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

New England Research & Management's XPO Position: Q2 2019 in Review

New England Research & Management sold out of XPO (XPO) in Q2 2019, closing a stake of 12,867 shares — an estimated $239K sold.

New England Research & Management first reported a position in XPO in Q3 2017 and held it in 2 quarters. The position peaked at $512K in Q3 2017. 371 funds tracked by Wall St. Rank hold XPO as of Q2 2019.

  • New England Research & Management reported no remaining XPO position as of Q2 2019 after selling out during the quarter.
  • New England Research & Management sold 12,867 XPO shares in Q2 2019, an estimated $239K.
  • New England Research & Management first reported a position in XPO in Q3 2017 and held it in 2 quarters.
  • New England Research & Management's XPO position peaked at $512K in Q3 2017.
  • 371 funds tracked by Wall St. Rank held XPO as of Q2 2019.

Based on New England Research & Management's 13F filing for Q2 2019, filed 9 Jul 2019.