Brown Advisory
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Brown Advisory’s Xerox XRX Stock Holding History

Brown Advisory’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
Q1 		– Sell
-19,075
Closed -$161K – 1426
2024
Q4 		$161K Hold
19,075
– – ﹤0.01% 1290
2024
Q3 		$198K Buy
19,075
+6,000
+46% +$64.2K ﹤0.01% 1214
2024
Q2 		$152K Buy
13,075
+2,500
+24% +$36.3K ﹤0.01% 1182
2024
Q1 		$189K Sell
10,575
-4,000
-27% -$70.3K ﹤0.01% 1192
2023
Q4 		$267K Buy
14,575
+3,250
+29% +$48K ﹤0.01% 1083
2023
Q3 		$178K Buy
11,325
+750
+7% +$11.8K ﹤0.01% 1134
2023
Q2 		$157K Hold
10,575
– – ﹤0.01% 1134
2023
Q1 		$163K Buy
10,575
+500
+5% +$8.08K ﹤0.01% 1157
2022
Q4 		$147K Buy
+10,075
New +$152K ﹤0.01% 1157

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brown Advisory's XRX Position: Q1 2025 in Review

Brown Advisory sold out of Xerox (XRX) in Q1 2025, closing a stake of 19,075 shares — an estimated $161K sold.

Brown Advisory first reported a position in XRX in Q4 2022 and held it in 9 quarters. The position peaked at $267K in Q4 2023. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2025.

  • Brown Advisory reported no remaining Xerox position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 19,075 Xerox shares in Q1 2025, an estimated $161K.
  • Brown Advisory first reported a position in Xerox in Q4 2022 and held it in 9 quarters.
  • Brown Advisory's Xerox position peaked at $267K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held Xerox as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.