SI
XL

Sapience Investments’s XL Group Ltd. XL Stock Holding History

Sapience Investments’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-50,190
Closed -$1.76M – 84
2017
Q4 		$1.76M Buy
50,190
+10,700
+27% +$415K 0.24% 73
2017
Q3 		$1.56M Buy
39,490
+21,280
+117% +$909K 0.22% 69
2017
Q2 		$798K Buy
18,210
+6,160
+51% +$260K 0.13% 79
2017
Q1 		$480K Hold
12,050
– – 0.08% 72
2016
Q4 		$449K Buy
+12,050
New +$432K 0.14% 77

Other funds holding XL

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Sapience Investments's XL Position: Q1 2018 in Review

Sapience Investments sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 50,190 shares — an estimated $1.76M sold.

Sapience Investments first reported a position in XL in Q4 2016 and held it in 5 quarters. The position peaked at $1.76M in Q4 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • Sapience Investments reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • Sapience Investments sold 50,190 XL Group Ltd. shares in Q1 2018, an estimated $1.76M.
  • Sapience Investments first reported a position in XL Group Ltd. in Q4 2016 and held it in 5 quarters.
  • Sapience Investments's XL Group Ltd. position peaked at $1.76M in Q4 2017.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on Sapience Investments's 13F filing for Q1 2018, filed 15 May 2018.