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USA Financial Formulas’s XPO XPO Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-2,798
Closed -$341K – 389
2024
Q1 		$341K Sell
2,798
-930
-25% -$99.6K 0.06% 131
2023
Q4 		$327K Buy
3,728
+2,353
+171% +$192K 0.06% 116
2023
Q3 		$103K Buy
+1,375
New +$94.9K 0.15% 141
2018
Q4 		– Sell
-22,721
Closed -$787K – 417
2018
Q3 		$787K Sell
22,721
-1,312
-5% -$47.7K 0.2% 82
2018
Q2 		$846K Sell
24,033
-171
-0.7% -$6.2K 0.21% 92
2018
Q1 		$852K Buy
+24,204
New +$807K 0.21% 92

Other funds holding XPO

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

USA Financial Formulas's XPO Position: Q2 2024 in Review

USA Financial Formulas sold out of XPO (XPO) in Q2 2024, closing a stake of 2,798 shares — an estimated $341K sold.

USA Financial Formulas first reported a position in XPO in Q1 2018 and held it in 6 quarters. The position peaked at $852K in Q1 2018. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

  • USA Financial Formulas reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,798 XPO shares in Q2 2024, an estimated $341K.
  • USA Financial Formulas first reported a position in XPO in Q1 2018 and held it in 6 quarters.
  • USA Financial Formulas's XPO position peaked at $852K in Q1 2018.
  • 508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.