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Capital Analysts LLC’s GXO Logistics GXO Stock Holding History

Capital Analysts LLC’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
-101
Closed -$5K – 1330
2024
Q3 		$5K Hold
101
– – ﹤0.01% 1121
2024
Q2 		$5K Hold
101
– – ﹤0.01% 1043
2024
Q1 		$5K Hold
101
– – ﹤0.01% 983
2023
Q4 		$6K Hold
101
– – ﹤0.01% 945
2023
Q3 		$6K Hold
101
– – ﹤0.01% 953
2023
Q2 		$6K Hold
101
– – ﹤0.01% 871
2023
Q1 		$5K Hold
101
– – ﹤0.01% 863
2022
Q4 		$4K Sell
101
-100
-50% -$4.01K ﹤0.01% 934
2022
Q3 		$7K Hold
201
– – ﹤0.01% 849
2022
Q2 		$9K Buy
201
+100
+99% +$5.54K ﹤0.01% 809
2022
Q1 		$7K Sell
101
-625
-86% -$49.9K ﹤0.01% 785
2021
Q4 		$66K Buy
726
+405
+126% +$36.4K ﹤0.01% 524
2021
Q3 		$25K Buy
+321
New +$25.2K ﹤0.01% 673

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 $3.38T AUM 44.17% 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 $6.57B AUM 14.15% 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

Capital Analysts LLC's GXO Position: Q4 2024 in Review

Capital Analysts LLC sold out of GXO Logistics (GXO) in Q4 2024, closing a stake of 101 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in GXO in Q3 2021 and held it in 13 quarters. The position peaked at $66K in Q4 2021. 482 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

  • Capital Analysts LLC reported no remaining GXO Logistics position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 101 GXO Logistics shares in Q4 2024, an estimated $5K.
  • Capital Analysts LLC first reported a position in GXO Logistics in Q3 2021 and held it in 13 quarters.
  • Capital Analysts LLC's GXO Logistics position peaked at $66K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.