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Stonebridge Capital Advisors’s XPO XPO Stock Holding History

Stonebridge Capital Advisors’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
Q3 		– Sell
-145
Closed -$4K – 734
2020
Q2 		$4K Hold
145
– – ﹤0.01% 603
2020
Q1 		$2K Hold
145
– – ﹤0.01% 672
2019
Q4 		$4K Hold
145
– – ﹤0.01% 687
2019
Q3 		$4K Hold
145
– – ﹤0.01% 649
2019
Q2 		$3K Buy
+145
New +$2.95K ﹤0.01% 742

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stonebridge Capital Advisors's XPO Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of XPO (XPO) in Q3 2020, closing a stake of 145 shares — an estimated $4K sold.

Stonebridge Capital Advisors first reported a position in XPO in Q2 2019 and held it in 5 quarters. The position peaked at $4K in Q2 2020. 418 funds tracked by Wall St. Rank hold XPO as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining XPO position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 145 XPO shares in Q3 2020, an estimated $4K.
  • Stonebridge Capital Advisors first reported a position in XPO in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's XPO position peaked at $4K in Q2 2020.
  • 418 funds tracked by Wall St. Rank held XPO as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.