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Contravisory Investment Management’s Xerox XRX Stock Holding History

Contravisory Investment Management’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
-471
Closed -$4.89K – 439
2024
Q3 		$4.89K Buy
+471
New +$5.04K ﹤0.01% 314
2021
Q4 		– Sell
-16,011
Closed -$323K – 329
2021
Q3 		$323K Sell
16,011
-126
-0.8% -$2.86K 0.1% 152
2021
Q2 		$379K Buy
16,137
+4,001
+33% +$96.8K 0.11% 122
2021
Q1 		$295K Buy
+12,136
New +$290K 0.09% 135
2020
Q2 		– Sell
-12,546
Closed -$238K – 338
2020
Q1 		$238K Buy
12,546
+107
+0.9% +$3.4K 0.11% 110
2019
Q4 		$459K Sell
12,439
-2
-0% -$70 0.17% 65
2019
Q3 		$372K Sell
12,441
-112
-0.9% -$3.51K 0.14% 86
2019
Q2 		$445K Buy
12,553
+15
+0.1% +$501 0.17% 65
2019
Q1 		$401K Buy
+12,538
New +$354K 0.16% 81
2018
Q1 		– Sell
-7,417
Closed -$216K – 465
2017
Q4 		$216K Buy
7,417
+7,350
+10,970% +$223K 0.08% 134
2017
Q3 		$2K Buy
+67
New +$2.11K ﹤0.01% 378
2017
Q2 		– Sell
-68
Closed -$2K – 276
2017
Q1 		$2K Sell
68
-34
-33% -$981 ﹤0.01% 267
2016
Q4 		$2K Hold
102
– – ﹤0.01% 266
2016
Q3 		$3K Buy
+102
New +$2.63K ﹤0.01% 243

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Contravisory Investment Management's XRX Position: Q4 2024 in Review

Contravisory Investment Management sold out of Xerox (XRX) in Q4 2024, closing a stake of 471 shares — an estimated $4.89K sold.

Contravisory Investment Management first reported a position in XRX in Q3 2016 and held it in 14 quarters. The position peaked at $459K in Q4 2019. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • Contravisory Investment Management reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 471 Xerox shares in Q4 2024, an estimated $4.89K.
  • Contravisory Investment Management first reported a position in Xerox in Q3 2016 and held it in 14 quarters.
  • Contravisory Investment Management's Xerox position peaked at $459K in Q4 2019.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Contravisory Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.