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Summit Securities Group’s XPO XPO Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-5,482
Closed -$182K – 1363
2022
Q4 		$182K Buy
+5,482
New +$185K 0.01% 503
2019
Q2 		– Sell
-146,513
Closed -$2.72M – 393
2019
Q1 		$2.72M Buy
+146,513
New +$2.81M 0.5% 39
2015
Q4 		– Sell
-289
Closed -$2K – 471
2015
Q3 		$2K Sell
289
-6,032
-95% -$79.1K ﹤0.01% 315
2015
Q2 		$99K Buy
+6,321
New +$103K 0.05% 128

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return