Institutional Owners for XPO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRINCETON PORTFOLIO STRATEGIES GROUP LLC | COM | 501 | $1,014,000 | 7,250 | 0.20 | 0.17 | 0 | 0.00 | 06-30-2021 |
| EPOCH INVESTMENT PARTNERS INC | COM | 502 | $624,779 | 7,133 | 0.00 | 0.00 | -196,098 | -96.49 | 12-31-2023 |
| TRIAGEN WEALTH MANAGEMENT LLC | COM | 503 | $857,749 | 7,029 | 0.00 | 0.00 | 259 | 3.83 | 03-31-2024 |
| ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,818 | +Inf | 12-31-2023 |
