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Boaz Weinstein’s Xerox XRX Stock Holding History

Boaz Weinstein’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
2024
Q2 		– Sell
-1,021,900
Closed -$18.3M – 405
2024
Q1 		$18.3M Buy
1,021,900
+6,100
+0.6% +$107K 0.31% 67
2023
Q4 		$18.6M Buy
+1,015,800
New +$15M 0.37% 75
2019
Q1 		– Sell
-97,700
Closed -$1.93M – 159
2018
Q4 		$1.93M Sell
97,700
-22,300
-19% -$572K 0.07% 99
2018
Q3 		$3.24M Sell
120,000
-17,000
-12% -$450K 0.17% 64
2018
Q2 		$3.29M Sell
137,000
-9,200
-6% -$260K 0.2% 51
2018
Q1 		$4.21M Buy
146,200
+137,000
+1,489% +$4.21M 0.23% 56
2017
Q4 		$268K Buy
+9,200
New +$279K 0.02% 120

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boaz Weinstein's XRX Position: Q3 2024 in Review

Boaz Weinstein sold out of Xerox (XRX) in Q3 2024, closing a stake of 33,926 shares — an estimated $394K sold.

Boaz Weinstein first reported a position in XRX in Q1 2018 and held it in 7 quarters. The position peaked at $2.13M in Q2 2018. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Boaz Weinstein reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Boaz Weinstein sold 33,926 Xerox shares in Q3 2024, an estimated $394K.
  • Boaz Weinstein first reported a position in Xerox in Q1 2018 and held it in 7 quarters.
  • Boaz Weinstein's Xerox position peaked at $2.13M in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Saba Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.