Sit Investment Associates’s XPO XPO Stock Holding History

Sit Investment Associates’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
2018 Q4	–	Sell	-61,543	Closed	-$2.43M	–	556
2018 Q3	$2.43M	Sell	61,543 -11,580	-16%	-$421K	0.06%	243
2018 Q2	$2.53M	Sell	73,123 -622	-0.8%	-$22.6K	0.07%	259
2018 Q1	$2.6M	Hold	73,745	–	–	0.06%	263
2017 Q4	$2.34M	Buy	73,745 +1,955	+3%	+$50K	0.06%	273
2017 Q3	$1.68M	Buy	71,790 +39,207	+120%	+$821K	0.04%	301
2017 Q2	$728K	Buy	+32,583	New	+$610K	0.02%	384

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Sit Investment Associates's XPO Position: Q4 2018 in Review

Sit Investment Associates sold out of XPO (XPO) in Q4 2018, closing a stake of 61,543 shares — an estimated $2.43M sold.

Sit Investment Associates first reported a position in XPO in Q2 2017 and held it in 6 quarters. The position peaked at $2.6M in Q1 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

Sit Investment Associates reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
Sit Investment Associates sold 61,543 XPO shares in Q4 2018, an estimated $2.43M.
Sit Investment Associates first reported a position in XPO in Q2 2017 and held it in 6 quarters.
Sit Investment Associates's XPO position peaked at $2.6M in Q1 2018.
428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Sit Investment Associates's 13F filing for Q4 2018, filed 14 Jan 2019.