Omnia Family Wealth’s XPO XPO Stock Holding History

Omnia Family Wealth’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	-116	Closed	-$2K	–	538
2019 Q1	$2K	Hold	116	–	–	﹤0.01%	504
2018 Q4	$2K	Hold	116	–	–	﹤0.01%	458
2018 Q3	$5K	Hold	116	–	–	﹤0.01%	316
2018 Q2	$4K	Hold	116	–	–	﹤0.01%	335
2018 Q1	$4K	Hold	116	–	–	﹤0.01%	346
2017 Q4	$4K	Hold	116	–	–	﹤0.01%	355
2017 Q3	$3K	Hold	116	–	–	﹤0.01%	409
2017 Q2	$3K	Hold	116	–	–	﹤0.01%	543
2017 Q1	$2K	Hold	116	–	–	﹤0.01%	624
2016 Q4	$2K	Buy	+116	New	+$1.61K	﹤0.01%	636

Other funds holding XPO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Dimensional Fund Advisors

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

ClearBridge Investments

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