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Cassady Schiller Wealth Management’s GXO Logistics GXO Stock Holding History

Cassady Schiller Wealth Management’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 		$3.13K Buy
+72
New +$3.96K ﹤0.01% 498

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 $5.72T 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 $7B AUM 19.75% 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

Cassady Schiller Wealth Management's GXO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in GXO Logistics (GXO) in Q4 2024: 72 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

479 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

  • Cassady Schiller Wealth Management held 72 shares of GXO Logistics worth $3.13K as of Q4 2024.
  • GXO Logistics was a new Cassady Schiller Wealth Management position in Q4 2024.
  • GXO Logistics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #498 holding.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.