Sonora Investment Management’s XPO XPO Stock Holding History

Sonora Investment Management’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 Q2	–	Sell	-434	Closed	-$8K	–	1756
2019 Q1	$8K	Hold	434	–	–	﹤0.01%	1131
2018 Q4	$9K	Hold	434	–	–	﹤0.01%	915
2018 Q3	$17K	Hold	434	–	–	﹤0.01%	700
2018 Q2	$15K	Hold	434	–	–	﹤0.01%	689
2018 Q1	$15.3K	Hold	434	–	–	﹤0.01%	662
2017 Q4	$13.7K	Hold	434	–	–	﹤0.01%	702
2017 Q3	$10.2K	Hold	434	–	–	﹤0.01%	714
2017 Q2	$9.7K	Hold	434	–	–	﹤0.01%	737
2017 Q1	$7.18K	Hold	434	–	–	﹤0.01%	744
2016 Q4	$6.47K	Hold	434	–	–	﹤0.01%	672
2016 Q3	$5.5K	Hold	434	–	–	﹤0.01%	668
2016 Q2	$3.94K	Hold	434	–	–	﹤0.01%	719
2016 Q1	$4.76K	Hold	434	–	–	﹤0.01%	741
2015 Q4	$4K	Sell	434 -650	-60%	-$6.45K	﹤0.01%	673
2015 Q3	$13K	Buy	+1,084	New	+$14.2K	﹤0.01%	415

Other funds holding XPO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return