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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
2022
Q2 		– Sell
-55,876
Closed -$2.42M – 1259
2022
Q1 		$2.42M Buy
+55,876
New +$2.34M 0.27% 70
2021
Q3 		– Sell
-58
Closed -$280K – 905
2021
Q2 		$280K Buy
+58
New +$2.83K 0.02% 550
2020
Q2 		– Sell
-434
Closed -$731K – 494
2020
Q1 		$731K Buy
+434
New +$11.6K 0.13% 137
2019
Q2 		– Sell
-552
Closed -$1.03M – 392
2019
Q1 		$1.03M Buy
+552
New +$10.6K 0.19% 79

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