Claris Advisors’s GXO Logistics GXO Stock Holding History

Claris Advisors’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	-5	Closed	-$260	–	517
2024 Q3	$260	Buy	+5	New	+$253	﹤0.01%	874

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claris Advisors's GXO Position: Q4 2024 in Review

Claris Advisors sold out of GXO Logistics (GXO) in Q4 2024, closing a stake of 5 shares — an estimated $260 sold.

Claris Advisors first reported a position in GXO in Q3 2024 and held it in 1 quarter. The position peaked at $260 in Q3 2024. 482 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

Claris Advisors reported no remaining GXO Logistics position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 GXO Logistics shares in Q4 2024, an estimated $260.
Claris Advisors first reported a position in GXO Logistics in Q3 2024 and held it in 1 quarter.
Claris Advisors's GXO Logistics position peaked at $260 in Q3 2024.
482 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.