WRF
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Waddell & Reed Financial’s XPO XPO Stock Holding History

Waddell & Reed Financial’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
2018
Q4 		– Sell
-159,027
Closed -$6.28M – 559
2018
Q3 		$6.28M Sell
159,027
-159,026
-50% -$5.78M 0.01% 474
2018
Q2 		$11M Sell
318,053
-2,006,940
-86% -$72.8M 0.03% 400
2018
Q1 		$81.9M Sell
2,324,993
-1,354,277
-37% -$45.2M 0.19% 133
2017
Q4 		$117M Sell
3,679,270
-102,789
-3% -$2.63M 0.26% 106
2017
Q3 		$88.7M Buy
3,782,059
+763,848
+25% +$16M 0.2% 128
2017
Q2 		$67.5M Buy
3,018,211
+223,072
+8% +$4.18M 0.15% 176
2017
Q1 		$46.3M Buy
2,795,139
+1,070,336
+62% +$17.5M 0.1% 228
2016
Q4 		$25.7M Buy
+1,724,803
New +$24M 0.06% 312

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Waddell & Reed Financial's XPO Position: Q4 2018 in Review

Waddell & Reed Financial sold out of XPO (XPO) in Q4 2018, closing a stake of 159,027 shares — an estimated $6.28M sold.

Waddell & Reed Financial first reported a position in XPO in Q4 2016 and held it in 8 quarters. The position peaked at $117M in Q4 2017. 427 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Waddell & Reed Financial reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 159,027 XPO shares in Q4 2018, an estimated $6.28M.
  • Waddell & Reed Financial first reported a position in XPO in Q4 2016 and held it in 8 quarters.
  • Waddell & Reed Financial's XPO position peaked at $117M in Q4 2017.
  • 427 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.