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Cary Street Partners Investment Advisory’s GXO Logistics GXO Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-1,053
Closed -$61.8K – 1111
2023
Q3 		$61.8K Hold
1,053
– – ﹤0.01% 810
2023
Q2 		$66.2K Buy
1,053
+33
+3% +$1.85K ﹤0.01% 754
2023
Q1 		$51.5K Sell
1,020
-100
-9% -$4.97K ﹤0.01% 737
2022
Q4 		$47.8K Buy
+1,120
New +$44.9K ﹤0.01% 758

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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cary Street Partners Investment Advisory's GXO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of GXO Logistics (GXO) in Q4 2023, closing a stake of 1,053 shares — an estimated $61.8K sold.

Cary Street Partners Investment Advisory first reported a position in GXO in Q4 2022 and held it in 4 quarters. The position peaked at $66.2K in Q2 2023. 493 funds tracked by Wall St. Rank hold GXO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining GXO Logistics position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,053 GXO Logistics shares in Q4 2023, an estimated $61.8K.
  • Cary Street Partners Investment Advisory first reported a position in GXO Logistics in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's GXO Logistics position peaked at $66.2K in Q2 2023.
  • 493 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.