Wedge Capital Management
XL

Wedge Capital Management’s XL Group Ltd. XL Stock Holding History

Wedge Capital Management’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-27,209
Closed -$1.07M – 622
2017
Q3 		$1.07M Sell
27,209
-2,248
-8% -$96K 0.01% 348
2017
Q2 		$1.29M Hold
29,457
– – 0.01% 304
2017
Q1 		$1.17M Buy
+29,457
New +$1.16M 0.01% 308

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wedge Capital Management's XL Position: Q4 2017 in Review

Wedge Capital Management sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 27,209 shares — an estimated $1.07M sold.

Wedge Capital Management first reported a position in XL in Q1 2017 and held it in 3 quarters. The position peaked at $1.29M in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Wedge Capital Management reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Wedge Capital Management sold 27,209 XL Group Ltd. shares in Q4 2017, an estimated $1.07M.
  • Wedge Capital Management first reported a position in XL Group Ltd. in Q1 2017 and held it in 3 quarters.
  • Wedge Capital Management's XL Group Ltd. position peaked at $1.29M in Q2 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Wedge Capital Management's 13F filing for Q4 2017, filed 31 Jan 2018.