Pearl River Capital’s XP XP Stock Holding History

Pearl River Capital’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
2023 Q4	–	Sell	-56,390	Closed	-$1.3M	–	648
2023 Q3	$1.3M	Buy	56,390 +15,837	+39%	+$397K	0.2%	176
2023 Q2	$951K	Buy	+40,553	New	+$688K	0.15%	203
2023 Q1	–	Sell	-102,011	Closed	-$1.56M	–	636
2022 Q4	$1.56M	Buy	+102,011	New	+$1.78M	0.27%	118
2022 Q2	–	Sell	-34,087	Closed	-$1.03M	–	579
2022 Q1	$1.03M	Buy	+34,087	New	+$1.06M	0.28%	111
2021 Q4	–	Sell	-9,316	Closed	-$374K	–	589
2021 Q3	$374K	Buy	+9,316	New	+$416K	0.1%	277
2021 Q2	–	Sell	-7,040	Closed	-$265K	–	598
2021 Q1	$265K	Buy	+7,040	New	+$301K	0.08%	315

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Pearl River Capital's XP Position: Q4 2023 in Review

Pearl River Capital sold out of XP (XP) in Q4 2023, closing a stake of 56,390 shares — an estimated $1.3M sold.

Pearl River Capital first reported a position in XP in Q1 2021 and held it in 6 quarters. The position peaked at $1.56M in Q4 2022. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

Pearl River Capital reported no remaining XP position as of Q4 2023 after selling out during the quarter.
Pearl River Capital sold 56,390 XP shares in Q4 2023, an estimated $1.3M.
Pearl River Capital first reported a position in XP in Q1 2021 and held it in 6 quarters.
Pearl River Capital's XP position peaked at $1.56M in Q4 2022.
301 funds tracked by Wall St. Rank held XP as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.