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Scholtz & Company’s XPO XPO Stock Holding History

Scholtz & Company’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
Q4 		– Sell
-54,185
Closed -$1.34M – 62
2019
Q3 		$1.34M Buy
+54,185
New +$1.25M 0.9% 38
2018
Q4 		– Sell
-146,839
Closed -$5.8M – 61
2018
Q3 		$5.8M Buy
146,839
+1,763
+1% +$64.1K 3.66% 10
2018
Q2 		$5.03M Buy
+145,076
New +$5.26M 3.52% 9

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Scholtz & Company's XPO Position: Q4 2019 in Review

Scholtz & Company sold out of XPO (XPO) in Q4 2019, closing a stake of 54,185 shares — an estimated $1.34M sold.

Scholtz & Company first reported a position in XPO in Q2 2018 and held it in 3 quarters. The position peaked at $5.8M in Q3 2018. 397 funds tracked by Wall St. Rank hold XPO as of Q4 2019.

  • Scholtz & Company reported no remaining XPO position as of Q4 2019 after selling out during the quarter.
  • Scholtz & Company sold 54,185 XPO shares in Q4 2019, an estimated $1.34M.
  • Scholtz & Company first reported a position in XPO in Q2 2018 and held it in 3 quarters.
  • Scholtz & Company's XPO position peaked at $5.8M in Q3 2018.
  • 397 funds tracked by Wall St. Rank held XPO as of Q4 2019.

Based on Scholtz & Company's 13F filing for Q4 2019, filed 13 Feb 2020.