Bell Investment Advisors’s Xerox XRX Stock Holding History

Bell Investment Advisors’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37	Closed	-$179	–	1986
2025 Q1	$179	Hold	37	–	–	﹤0.01%	1871
2024 Q4	$312	Sell	37 -37	-50%	-$341	﹤0.01%	1855
2024 Q3	$769	Sell	74 -37	-33%	-$396	﹤0.01%	1670
2024 Q2	$1.29K	Buy	111 +37	+50%	+$537	﹤0.01%	1527
2024 Q1	$1.32K	Hold	74	–	–	﹤0.01%	1509
2023 Q4	$1.36K	Buy	74 +41	+124%	+$606	﹤0.01%	1481
2023 Q3	$518	Hold	33	–	–	﹤0.01%	1779
2023 Q2	$492	Buy	+33	New	+$483	﹤0.01%	1862
2022 Q3	–	Sell	-54	Closed	-$1K	–	1992
2022 Q2	$1K	Buy	+54	New	+$957	﹤0.01%	1666
2021 Q4	$6K	Buy	248 +128	+107%	+$2.6K	﹤0.01%	723
2021 Q3	$2K	Buy	+120	New	+$2.72K	﹤0.01%	1191

Other funds holding XRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return