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Advisory Research’s GXO Logistics GXO Stock Holding History

Advisory Research’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,658
Closed -$285K – 228
2023
Q4 		$285K Sell
4,658
-24,492
-84% -$1.37M 0.04% 297
2023
Q3 		$1.71M Sell
29,150
-4,411
-13% -$276K 0.24% 121
2023
Q2 		$2.11M Buy
33,561
+23,108
+221% +$1.3M 0.27% 102
2023
Q1 		$527K Sell
10,453
-1,272
-11% -$63.3K 0.09% 237
2022
Q4 		$501K Buy
+11,725
New +$470K 0.05% 246

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's GXO Position: Q1 2024 in Review

Advisory Research sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 4,658 shares — an estimated $285K sold.

Advisory Research first reported a position in GXO in Q4 2022 and held it in 5 quarters. The position peaked at $2.11M in Q2 2023. 480 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Advisory Research reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 4,658 GXO Logistics shares in Q1 2024, an estimated $285K.
  • Advisory Research first reported a position in GXO Logistics in Q4 2022 and held it in 5 quarters.
  • Advisory Research's GXO Logistics position peaked at $2.11M in Q2 2023.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.