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Squar Milner Financial Services’s XPO XPO Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-1,087
Closed -$18K – 746
2020
Q1 		$18K Buy
1,087
+110
+11% +$2.94K 0.01% 490
2019
Q4 		$26K Buy
+977
New +$26.8K 0.01% 483
2019
Q3 		– Sell
-104
Closed -$2K – 738
2019
Q2 		$2K Buy
+104
New +$2.12K ﹤0.01% 757

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Squar Milner Financial Services's XPO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of XPO (XPO) in Q2 2020, closing a stake of 1,087 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in XPO in Q2 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 402 funds tracked by Wall St. Rank hold XPO as of Q2 2020.

  • Squar Milner Financial Services reported no remaining XPO position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,087 XPO shares in Q2 2020, an estimated $18K.
  • Squar Milner Financial Services first reported a position in XPO in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's XPO position peaked at $26K in Q4 2019.
  • 402 funds tracked by Wall St. Rank held XPO as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.