CAL
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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 $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.52B AUM 28.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return