YMRC
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Yorktown Management & Research Company’s XP XP Stock Holding History

Yorktown Management & Research Company’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,800
Closed -$225K – 228
2024
Q2 		$225K Hold
12,800
– – 0.24% 182
2024
Q1 		$328K Hold
12,800
– – 0.31% 148
2023
Q4 		$334K Buy
+12,800
New +$292K 0.35% 141
2022
Q4 		– Sell
-17,950
Closed -$341K – 219
2022
Q3 		$341K Buy
17,950
+5,150
+40% +$102K 0.44% 89
2022
Q2 		$230K Buy
+12,800
New +$295K 0.3% 152

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yorktown Management & Research Company's XP Position: Q3 2024 in Review

Yorktown Management & Research Company sold out of XP (XP) in Q3 2024, closing a stake of 12,800 shares — an estimated $225K sold.

Yorktown Management & Research Company first reported a position in XP in Q2 2022 and held it in 5 quarters. The position peaked at $341K in Q3 2022. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Yorktown Management & Research Company reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 12,800 XP shares in Q3 2024, an estimated $225K.
  • Yorktown Management & Research Company first reported a position in XP in Q2 2022 and held it in 5 quarters.
  • Yorktown Management & Research Company's XP position peaked at $341K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Yorktown Management & Research Company's 13F filing for Q3 2024, filed 25 Oct 2024.