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Oak Ridge Investments’s XPO XPO Stock Holding History

Oak Ridge Investments’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
Q1 		– Sell
-336,917
Closed -$6.65M – 177
2018
Q4 		$6.65M Sell
336,917
-13,130
-4% -$364K 0.48% 77
2018
Q3 		$13.8M Sell
350,047
-17,403
-5% -$633K 0.76% 49
2018
Q2 		$12.7M Sell
367,450
-9,724
-3% -$353K 0.72% 54
2018
Q1 		$13.3M Sell
377,174
-17,845
-5% -$595K 0.74% 57
2017
Q4 		$12.5M Sell
395,019
-29,886
-7% -$764K 0.6% 66
2017
Q3 		$9.96M Buy
424,905
+30,695
+8% +$643K 0.4% 88
2017
Q2 		$8.81M Buy
394,210
+46,147
+13% +$864K 0.28% 93
2017
Q1 		$5.76M Buy
348,063
+249,877
+254% +$4.08M 0.19% 99
2016
Q4 		$1.47M Buy
+98,186
New +$1.37M 0.05% 129

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM