UOC
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UBS O'Connor’s XPO XPO Stock Holding History

UBS O'Connor’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
-28,540
Closed -$3.03M – 619
2024
Q2 		$3.03M Buy
+28,540
New +$3.2M 0.09% 154
2023
Q4 		– Sell
-110,744
Closed -$8.27M – 613
2023
Q3 		$8.27M Buy
110,744
+47,244
+74% +$3.26M 0.15% 69
2023
Q2 		$3.75M Buy
+63,500
New +$2.88M 0.08% 164
2021
Q2 		– Sell
-346,967
Closed -$14.8M – 933
2021
Q1 		$14.8M Buy
+346,967
New +$14.4M 0.21% 66
2017
Q4 		– Sell
-367,207
Closed -$8.61M – 396
2017
Q3 		$8.61M Buy
+367,207
New +$7.69M 0.13% 137

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS O'Connor's XPO Position: Q3 2024 in Review

UBS O'Connor sold out of XPO (XPO) in Q3 2024, closing a stake of 28,540 shares — an estimated $3.03M sold.

UBS O'Connor first reported a position in XPO in Q3 2017 and held it in 5 quarters. The position peaked at $14.8M in Q1 2021. 530 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

  • UBS O'Connor reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
  • UBS O'Connor sold 28,540 XPO shares in Q3 2024, an estimated $3.03M.
  • UBS O'Connor first reported a position in XPO in Q3 2017 and held it in 5 quarters.
  • UBS O'Connor's XPO position peaked at $14.8M in Q1 2021.
  • 530 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on UBS O'Connor's 13F filing for Q3 2024, filed 14 Nov 2024.