Symmetry Partners’s XPO XPO Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-10,605	Closed	-$1.13M	–	512
2024 Q2	$1.13M	Buy	10,605 +610	+6%	+$68.4K	0.06%	144
2024 Q1	$1.22M	Buy	9,995 +497	+5%	+$53.2K	0.1%	144
2023 Q4	$855K	Buy	9,498 +6,096	+179%	+$497K	0.05%	183
2023 Q3	$254K	Hold	3,402	–	–	0.01%	459
2023 Q2	$201K	Buy	+3,402	New	+$154K	0.01%	571
2022 Q2	–	Sell	-7,456	Closed	-$323K	–	583
2022 Q1	$323K	Sell	7,456 -2,516	-25%	-$105K	0.02%	488
2021 Q4	$459K	Sell	9,972 -548	-5%	-$25.5K	0.03%	414
2021 Q3	$494K	Sell	10,520 -6,612	-39%	-$331K	0.03%	409
2021 Q2	$829K	Hold	17,132	–	–	0.06%	276
2021 Q1	$731K	Hold	17,132	–	–	0.05%	279
2020 Q4	$706K	Sell	17,132 -3,461	-17%	-$125K	0.05%	270
2020 Q3	$603K	Buy	20,593 +7,596	+58%	+$219K	0.05%	268
2020 Q2	$347K	Buy	+12,997	New	+$311K	0.04%	212
2019 Q1	–	Sell	-6,266	Closed	-$124K	–	440
2018 Q4	$124K	Buy	+6,266	New	+$174K	0.03%	315

Other funds holding XPO

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return