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 $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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Ridge Investments's XPO Position: Q1 2019 in Review

Oak Ridge Investments sold out of XPO (XPO) in Q1 2019, closing a stake of 336,917 shares — an estimated $6.65M sold.

Oak Ridge Investments first reported a position in XPO in Q4 2016 and held it in 9 quarters. The position peaked at $13.8M in Q3 2018. 389 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

Oak Ridge Investments reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
Oak Ridge Investments sold 336,917 XPO shares in Q1 2019, an estimated $6.65M.
Oak Ridge Investments first reported a position in XPO in Q4 2016 and held it in 9 quarters.
Oak Ridge Investments's XPO position peaked at $13.8M in Q3 2018.
389 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on Oak Ridge Investments's 13F filing for Q1 2019, filed 9 May 2019.