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Concorde Asset Management’s GXO Logistics GXO Stock Holding History

Concorde Asset 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
2025
Q1 		$549K Sell
15,451
-1,147
-7% -$47.9K 0.3% 53
2024
Q4 		$722K Buy
+16,598
New +$914K 0.38% 42

Other funds holding GXO

Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Concorde Asset Management's GXO Position: Q1 2025 in Review

Concorde Asset Management reduced its GXO Logistics (GXO) stake by 6.9% in Q1 2025, selling an estimated $47.9K and leaving 15,451 shares worth $549K. The position accounts for 0.3% of the portfolio, ranked #53.

Concorde Asset Management first reported a position in GXO in Q4 2024 and has held it in 2 quarters since. The position peaked at $722K in Q4 2024. 427 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • Concorde Asset Management held 15,451 shares of GXO Logistics worth $549K as of Q1 2025.
  • Concorde Asset Management sold 1,147 GXO Logistics shares in Q1 2025, an estimated $47.9K.
  • GXO Logistics made up 0.3% of Concorde Asset Management's portfolio in Q1 2025, its #53 holding.
  • Concorde Asset Management first reported a position in GXO Logistics in Q4 2024 and has held it in 2 quarters since.
  • Concorde Asset Management's GXO Logistics position peaked at $722K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Concorde Asset Management's 13F filing for Q1 2025, filed 15 May 2025.