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Schubert & Co’s XPO XPO Stock Holding History

Schubert & Co’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
Q2 		– Sell
-45
Closed -$1.44K – 1554
2023
Q1 		$1.44K Sell
45
-3
-6% -$108 ﹤0.01% 1047
2022
Q4 		$1.6K Sell
48
-33
-41% -$1.11K ﹤0.01% 981
2022
Q3 		$2K Buy
81
+4
+5% +$125 ﹤0.01% 947
2022
Q2 		$2K Buy
77
+53
+221% +$1.69K ﹤0.01% 923
2022
Q1 		$1K Buy
24
+9
+60% +$376 ﹤0.01% 990
2021
Q4 		$1K Buy
+15
New +$697 ﹤0.01% 931

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schubert & Co's XPO Position: Q2 2023 in Review

Schubert & Co sold out of XPO (XPO) in Q2 2023, closing a stake of 45 shares — an estimated $1.44K sold.

Schubert & Co first reported a position in XPO in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 416 funds tracked by Wall St. Rank hold XPO as of Q2 2023.

  • Schubert & Co reported no remaining XPO position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 45 XPO shares in Q2 2023, an estimated $1.44K.
  • Schubert & Co first reported a position in XPO in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's XPO position peaked at $2K in Q3 2022.
  • 416 funds tracked by Wall St. Rank held XPO as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.