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
2021 Q3	–	Sell	-58	Closed	-$280K	–	906
2021 Q2	$280K	Buy	+58	New	+$2.83K	0.02%	551

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Summit Securities Group's XPO Position: Q1 2023 in Review

Summit Securities Group sold out of XPO (XPO) in Q1 2023, closing a stake of 5,482 shares — an estimated $182K sold.

Summit Securities Group first reported a position in XPO in Q2 2015 and held it in 4 quarters. The position peaked at $2.72M in Q1 2019. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

Summit Securities Group reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 5,482 XPO shares in Q1 2023, an estimated $182K.
Summit Securities Group first reported a position in XPO in Q2 2015 and held it in 4 quarters.
Summit Securities Group's XPO position peaked at $2.72M in Q1 2019.
384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.