Claris Advisors’s Xerox XRX Stock Holding History

Claris Advisors’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13	Closed	-$135	–	1194
2024 Q3	$135	Buy	+13	New	+$139	﹤0.01%	1073

Other funds holding XRX

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Claris Advisors's XRX Position: Q4 2024 in Review

Claris Advisors sold out of Xerox (XRX) in Q4 2024, closing a stake of 13 shares — an estimated $135 sold.

Claris Advisors first reported a position in XRX in Q3 2024 and held it in 1 quarter. The position peaked at $135 in Q3 2024. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

Claris Advisors reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 13 Xerox shares in Q4 2024, an estimated $135.
Claris Advisors first reported a position in Xerox in Q3 2024 and held it in 1 quarter.
Claris Advisors's Xerox position peaked at $135 in Q3 2024.
284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

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