Schroder Investment Management Group
XP icon

Schroder Investment Management Group’s XP XP Stock Holding History

Schroder Investment Management Group’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
2026
Q1 		$647K Sell
34,007
-7,064,286
-100% -$137M ﹤0.01% 1070
2025
Q4 		$116M Sell
7,098,293
-5,189,898
-42% -$91.4M 0.09% 173
2025
Q3 		$231M Buy
12,288,191
+5,240,306
+74% +$94M 0.18% 106
2025
Q2 		$142M Buy
+7,047,885
New +$122M 0.12% 141
2025
Q1 		– Sell
-11,740
Closed -$139K – 1270
2024
Q4 		$139K Sell
11,740
-188,485
-94% -$2.97M ﹤0.01% 1180
2024
Q3 		$3.59M Sell
200,225
-6,403,455
-97% -$117M ﹤0.01% 853
2024
Q2 		$116M Sell
6,603,680
-210,694
-3% -$4.35M 0.13% 145
2024
Q1 		$175M Buy
6,814,374
+6,343,605
+1,347% +$159M 0.21% 96
2023
Q4 		$12.3M Buy
+470,769
New +$10.7M 0.02% 595
2023
Q2 		– Sell
-4,139,969
Closed -$49.1M – 1294
2023
Q1 		$49.1M Sell
4,139,969
-12,030
-0.3% -$171K 0.07% 277
2022
Q4 		$63.7M Buy
4,151,999
+1,408,502
+51% +$24.6M 0.1% 202
2022
Q3 		$52.2M Buy
+2,743,497
New +$54.5M 0.09% 239
2021
Q2 		– Sell
-79,471
Closed -$2.99M – 1630
2021
Q1 		$2.99M Buy
+79,471
New +$3.39M ﹤0.01% 933

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return