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Tilia Fiduciary Partners’s XPO XPO Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-876
Closed -$51.7K – 516
2023
Q2 		$51.7K Sell
876
-763
-47% -$34.5K 0.05% 207
2023
Q1 		$52.3K Sell
1,639
-721
-31% -$26K 0.05% 205
2022
Q4 		$78.6K Sell
2,360
-1,933
-45% -$65.1K 0.08% 160
2022
Q3 		$125K Sell
4,293
-241
-5% -$7.51K 0.13% 118
2022
Q2 		$132K Sell
4,534
-362
-7% -$11.5K 0.13% 121
2022
Q1 		$212K Hold
4,896
– – 0.18% 98
2021
Q4 		$225K Buy
+4,896
New +$228K 0.18% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 $315B AUM 27.84% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tilia Fiduciary Partners's XPO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of XPO (XPO) in Q3 2023, closing a stake of 876 shares — an estimated $51.7K sold.

Tilia Fiduciary Partners first reported a position in XPO in Q4 2021 and held it in 7 quarters. The position peaked at $225K in Q4 2021. 425 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining XPO position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 876 XPO shares in Q3 2023, an estimated $51.7K.
  • Tilia Fiduciary Partners first reported a position in XPO in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's XPO position peaked at $225K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held XPO as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.