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Caldwell Trust’s GXO Logistics GXO Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-2,500
Closed -$130K – 717
2024
Q3 		$130K Sell
2,500
-875
-26% -$44.3K 0.01% 362
2024
Q2 		$170K Buy
3,375
+200
+6% +$10.1K 0.02% 322
2024
Q1 		$171K Hold
3,175
– – 0.02% 324
2023
Q4 		$194K Buy
+3,175
New +$178K 0.02% 301
2022
Q4 		– Sell
-4,755
Closed -$167K – 736
2022
Q3 		$167K Buy
4,755
+880
+23% +$38.9K 0.02% 291
2022
Q2 		$168K Buy
+3,875
New +$214K 0.02% 298

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's GXO Position: Q4 2024 in Review

Caldwell Trust sold out of GXO Logistics (GXO) in Q4 2024, closing a stake of 2,500 shares — an estimated $130K sold.

Caldwell Trust first reported a position in GXO in Q2 2022 and held it in 6 quarters. The position peaked at $194K in Q4 2023. 481 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

  • Caldwell Trust reported no remaining GXO Logistics position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 2,500 GXO Logistics shares in Q4 2024, an estimated $130K.
  • Caldwell Trust first reported a position in GXO Logistics in Q2 2022 and held it in 6 quarters.
  • Caldwell Trust's GXO Logistics position peaked at $194K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.