Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Xerox XRX Stock Holding History

Cambridge Investment Research 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
2024
Q4 		– Sell
-20,724
Closed -$215K – 3605
2024
Q3 		$215K Buy
20,724
+187
+0.9% +$2K ﹤0.01% 3091
2024
Q2 		$239K Sell
20,537
-2,396
-10% -$34.8K ﹤0.01% 2892
2024
Q1 		$410K Buy
22,933
+1,388
+6% +$24.4K ﹤0.01% 2447
2023
Q4 		$395K Buy
21,545
+668
+3% +$9.88K ﹤0.01% 2386
2023
Q3 		$328K Buy
20,877
+27
+0.1% +$426 ﹤0.01% 2433
2023
Q2 		$310K Sell
20,850
-93
-0.4% -$1.36K ﹤0.01% 2498
2023
Q1 		$323K Sell
20,943
-596
-3% -$9.63K ﹤0.01% 2427
2022
Q4 		$314K Sell
21,539
-2,002
-9% -$30.2K ﹤0.01% 2396
2022
Q3 		$308K Buy
23,541
+259
+1% +$4.19K ﹤0.01% 2342
2022
Q2 		$346K Buy
+23,282
New +$413K ﹤0.01% 2252
2022
Q1 		– Sell
-9,895
Closed -$224K – 3331
2021
Q4 		$224K Sell
9,895
-36
-0.4% -$731 ﹤0.01% 2779
2021
Q3 		$200K Buy
+9,931
New +$225K ﹤0.01% 2820
2020
Q2 		– Sell
-12,727
Closed -$241K – 2524
2020
Q1 		$241K Buy
12,727
+1,043
+9% +$33.1K ﹤0.01% 1818
2019
Q4 		$431K Buy
11,684
+785
+7% +$27.4K ﹤0.01% 1675
2019
Q3 		$326K Sell
10,899
-1,205
-10% -$37.8K ﹤0.01% 1758
2019
Q2 		$429K Sell
12,104
-266
-2% -$8.88K ﹤0.01% 1531
2019
Q1 		$396K Sell
12,370
-1,057
-8% -$29.8K ﹤0.01% 1630
2018
Q4 		$265K Buy
13,427
+209
+2% +$5.36K ﹤0.01% 1742
2018
Q3 		$357K Buy
13,218
+506
+4% +$13.4K ﹤0.01% 1674
2018
Q2 		$305K Sell
12,712
-113,289
-90% -$3.2M ﹤0.01% 1718
2018
Q1 		$3.63M Buy
126,001
+107,802
+592% +$3.32M 0.04% 411
2017
Q4 		$530K Sell
18,199
-1,144
-6% -$34.7K 0.01% 1293
2017
Q3 		$644K Buy
19,343
+762
+4% +$24K 0.01% 1087
2017
Q2 		$534K Buy
18,581
+834
+5% +$23.6K 0.01% 1165
2017
Q1 		$521K Sell
17,747
-6,236
-26% -$180K 0.01% 1047
2016
Q4 		$552K Buy
23,983
+3,498
+17% +$87.1K 0.01% 960
2016
Q3 		$547K Buy
20,485
+4,395
+27% +$114K 0.01% 984
2016
Q2 		$402K Buy
16,090
+2,280
+17% +$60K 0.01% 1042
2016
Q1 		$406K Buy
13,810
+2,870
+26% +$74K 0.01% 1016
2015
Q4 		$306K Buy
10,940
+934
+9% +$25.1K 0.01% 1111
2015
Q3 		$257K Buy
10,006
+3,919
+64% +$109K 0.01% 1106
2015
Q2 		$171K Buy
6,087
+343
+6% +$10.6K ﹤0.01% 1305
2015
Q1 		$194K Sell
5,744
-1,501
-21% -$53K 0.01% 1262
2014
Q4 		$265K Sell
7,245
-6,826
-49% -$241K 0.01% 1068
2014
Q3 		$491K Sell
14,071
-343
-2% -$12K 0.01% 836
2014
Q2 		$472K Sell
14,414
-1,362
-9% -$43.3K 0.02% 778
2014
Q1 		$470K Sell
15,776
-4,734
-23% -$139K 0.02% 741
2013
Q4 		$658K Buy
20,510
+9,176
+81% +$264K 0.03% 540
2013
Q3 		$307K Buy
11,334
+5,243
+86% +$138K 0.01% 827
2013
Q2 		$146K Buy
+6,091
New +$142K 0.01% 1016

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's XRX Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Xerox (XRX) in Q4 2024, closing a stake of 20,724 shares — an estimated $215K sold.

Cambridge Investment Research Advisors first reported a position in XRX in Q2 2013 and held it in 40 quarters. The position peaked at $3.63M in Q1 2018. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 20,724 Xerox shares in Q4 2024, an estimated $215K.
  • Cambridge Investment Research Advisors first reported a position in Xerox in Q2 2013 and held it in 40 quarters.
  • Cambridge Investment Research Advisors's Xerox position peaked at $3.63M in Q1 2018.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.