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Phoenix Financial’s XPO XPO Stock Holding History

Phoenix Financial’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
2023
Q1 		– Sell
-9,918
Closed -$330K – 342
2022
Q4 		$330K Sell
9,918
-1,246,438
-99% -$42M 0.01% 237
2022
Q3 		$33.6M Buy
1,256,356
+1,178
+0.1% +$36.7K 0.74% 46
2022
Q2 		$35.9M Buy
1,255,178
+161,178
+15% +$5.13M 0.73% 49
2022
Q1 		$47.3M Buy
1,094,000
+78,315
+8% +$3.27M 0.8% 44
2021
Q4 		$46.7M Buy
1,015,685
+25,844
+3% +$1.2M 0.77% 45
2021
Q3 		$46.8M Buy
989,841
+14,848
+2% +$744K 0.81% 41
2021
Q2 		$47.2M Buy
974,993
+24,942
+3% +$1.22M 0.9% 40
2021
Q1 		$40.5M Buy
950,051
+1,078
+0.1% +$44.7K 0.92% 35
2020
Q4 		$39.1M Buy
948,973
+262,906
+38% +$9.53M 1.05% 26
2020
Q3 		$18.9M Sell
686,067
-52,045
-7% -$1.5M 0.79% 47
2020
Q2 		$18.7M Sell
738,112
-129,691
-15% -$3.1M 0.79% 45
2020
Q1 		$14.3M Sell
867,803
-34,696
-4% -$927K 0.72% 47
2019
Q4 		$24.7M Sell
902,499
-215,120
-19% -$5.91M 1.03% 40
2019
Q3 		$26.4M Buy
+1,117,619
New +$25.8M 1.25% 24

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return