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Sustainable Growth Advisers’s XP XP Stock Holding History

Sustainable Growth Advisers’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Buy
696,489
+16,319
+2% +$315K 0.12% 41
2025
Q4 		$11.1M Buy
680,170
+145,154
+27% +$2.56M 0.08% 42
2025
Q3 		$10.1M Buy
535,016
+79,909
+18% +$1.43M 0.06% 44
2025
Q2 		$9.19M Sell
455,107
-216,886
-32% -$3.75M 0.05% 45
2025
Q1 		$9.24M Buy
671,993
+81,371
+14% +$1.12M 0.05% 43
2024
Q4 		$7M Buy
590,622
+40,668
+7% +$640K 0.04% 45
2024
Q3 		$9.87M Sell
549,954
-705,789
-56% -$12.9M 0.04% 43
2024
Q2 		$22.1M Buy
1,255,743
+135,934
+12% +$2.81M 0.1% 38
2024
Q1 		$28.7M Buy
1,119,809
+417,271
+59% +$10.5M 0.12% 40
2023
Q4 		$18.3M Buy
702,538
+27,108
+4% +$619K 0.08% 39
2023
Q3 		$15.6M Buy
675,430
+40,328
+6% +$1.01M 0.08% 40
2023
Q2 		$14.9M Buy
635,102
+394,587
+164% +$6.7M 0.07% 43
2023
Q1 		$2.85M Sell
240,515
-5,813,737
-96% -$82.8M 0.02% 48
2022
Q4 		$92.9M Buy
6,054,252
+894,499
+17% +$15.6M 0.6% 38
2022
Q3 		$98.1M Buy
5,159,753
+425,241
+9% +$8.44M 0.73% 36
2022
Q2 		$85M Sell
4,734,512
-406,979
-8% -$9.37M 0.61% 36
2022
Q1 		$155M Buy
5,141,491
+70,980
+1% +$2.21M 0.86% 35
2021
Q4 		$146M Buy
5,070,511
+3,149,770
+164% +$103M 0.74% 36
2021
Q3 		$77.2M Buy
1,920,741
+1,908,500
+15,591% +$85.2M 0.39% 36
2021
Q2 		$533K Sell
12,241
-93,494
-88% -$3.87M ﹤0.01% 51
2021
Q1 		$3.98M Buy
105,735
+96,733
+1,075% +$4.13M 0.02% 46
2020
Q4 		$357K Buy
+9,002
New +$368K ﹤0.01% 55

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return