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SummerHaven Investment Management’s XPO XPO Stock Holding History

SummerHaven 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
2023
Q3 		– Sell
-13,639
Closed -$805K – 271
2023
Q2 		$805K Sell
13,639
-2,760
-17% -$125K 0.51% 79
2023
Q1 		$523K Buy
16,399
+508
+3% +$18.3K 0.3% 182
2022
Q4 		$529K Sell
15,891
-10,342
-39% -$348K 0.32% 185
2022
Q3 		$694K Buy
+26,233
New +$817K 0.48% 114
2021
Q3 		– Sell
-15,567
Closed -$753K – 307
2021
Q2 		$753K Buy
15,567
+390
+3% +$19K 0.43% 118
2021
Q1 		$647K Hold
15,177
– – 0.39% 147
2020
Q4 		$626K Buy
+15,177
New +$550K 0.48% 90

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SummerHaven Investment Management's XPO Position: Q3 2023 in Review

SummerHaven Investment Management sold out of XPO (XPO) in Q3 2023, closing a stake of 13,639 shares — an estimated $805K sold.

SummerHaven Investment Management first reported a position in XPO in Q4 2020 and held it in 7 quarters. The position peaked at $805K in Q2 2023. 424 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

  • SummerHaven Investment Management reported no remaining XPO position as of Q3 2023 after selling out during the quarter.
  • SummerHaven Investment Management sold 13,639 XPO shares in Q3 2023, an estimated $805K.
  • SummerHaven Investment Management first reported a position in XPO in Q4 2020 and held it in 7 quarters.
  • SummerHaven Investment Management's XPO position peaked at $805K in Q2 2023.
  • 424 funds tracked by Wall St. Rank held XPO as of Q3 2023.

Based on SummerHaven Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.