OWP
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Old Well Partners’s XP XP Stock Holding History

Old Well Partners’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-70,700
Closed -$1.24M – 31
2024
Q2 		$1.24M Sell
70,700
-39,200
-36% -$810K 1.36% 26
2024
Q1 		$2.82M Buy
109,900
+30,500
+38% +$765K 2.38% 19
2023
Q4 		$2.07M Sell
79,400
-42,400
-35% -$968K 1.83% 21
2023
Q3 		$2.81M Buy
+121,800
New +$3.05M 2.33% 21
2022
Q4 		– Sell
-225,300
Closed -$4.28M – 44
2022
Q3 		$4.28M Buy
225,300
+53,100
+31% +$1.05M 3.56% 12
2022
Q2 		$3.09M Buy
172,200
+40,400
+31% +$930K 2.47% 16
2022
Q1 		$3.97M Buy
+131,800
New +$4.11M 2.66% 20
2021
Q4 		– Sell
-138,559
Closed -$5.57M – 51
2021
Q3 		$5.57M Hold
138,559
– – 2.87% 16
2021
Q2 		$6.03M Sell
138,559
-31,200
-18% -$1.29M 2.74% 17
2021
Q1 		$6.39M Buy
+169,759
New +$7.25M 3.15% 13

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Old Well Partners's XP Position: Q3 2024 in Review

Old Well Partners sold out of XP (XP) in Q3 2024, closing a stake of 70,700 shares — an estimated $1.24M sold.

Old Well Partners first reported a position in XP in Q1 2021 and held it in 10 quarters. The position peaked at $6.39M in Q1 2021. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Old Well Partners reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Old Well Partners sold 70,700 XP shares in Q3 2024, an estimated $1.24M.
  • Old Well Partners first reported a position in XP in Q1 2021 and held it in 10 quarters.
  • Old Well Partners's XP position peaked at $6.39M in Q1 2021.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Old Well Partners's 13F filing for Q3 2024, filed 14 Nov 2024.