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Parkside Investments’s XPO XPO Stock Holding History

Parkside 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
2020
Q1 		– Sell
-133,282
Closed -$3.67M – 122
2019
Q4 		$3.67M Sell
133,282
-30,437
-19% -$836K 0.89% 47
2019
Q3 		$4.05M Sell
163,719
-5,812
-3% -$134K 1.08% 35
2019
Q2 		$3.39M Buy
169,531
+6,881
+4% +$140K 0.88% 48
2019
Q1 		$3.02M Buy
162,650
+71,938
+79% +$1.38M 0.82% 47
2018
Q4 		$1.79M Buy
90,712
+41,492
+84% +$1.15M 0.78% 49
2018
Q3 		$1.94M Sell
49,220
-1,590
-3% -$57.8K 0.92% 36
2018
Q2 		$1.73M Sell
50,810
-18,144
-26% -$658K 0.85% 38
2018
Q1 		$2.43M Sell
68,954
-18,013
-21% -$601K 1.26% 27
2017
Q4 		$2.75M Buy
86,967
+17,631
+25% +$451K 1.34% 28
2017
Q3 		$1.63M Buy
+69,336
New +$1.45M 0.94% 42

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return