Oakworth Capital’s XPO XPO Stock Holding History

Oakworth Capital’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 Q3	–	Sell	-839	Closed	-$17K	–	648
2019 Q2	$17K	Hold	839	–	–	﹤0.01%	442
2019 Q1	$16K	Buy	+839	New	+$16.1K	﹤0.01%	409

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oakworth Capital's XPO Position: Q3 2019 in Review

Oakworth Capital sold out of XPO (XPO) in Q3 2019, closing a stake of 839 shares — an estimated $17K sold.

Oakworth Capital first reported a position in XPO in Q1 2019 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 365 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

Oakworth Capital reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
Oakworth Capital sold 839 XPO shares in Q3 2019, an estimated $17K.
Oakworth Capital first reported a position in XPO in Q1 2019 and held it in 2 quarters.
Oakworth Capital's XPO position peaked at $17K in Q2 2019.
365 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on Oakworth Capital's 13F filing for Q3 2019, filed 13 Nov 2019.