Crestwood Advisors Group
GXO icon

Crestwood Advisors Group’s GXO Logistics GXO Stock Holding History

Crestwood Advisors Group’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
2022
Q2 		– Sell
-5,975
Closed -$426K – 281
2022
Q1 		$426K Sell
5,975
-150
-2% -$12K 0.01% 209
2021
Q4 		$556K Sell
6,125
-1,115
-15% -$100K 0.01% 199
2021
Q3 		$568K Buy
+7,240
New +$568K 0.02% 189

Other funds holding GXO

Orbis Allan Gray
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pendal Group
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Crestwood Advisors Group's GXO Position: Q2 2022 in Review

Crestwood Advisors Group sold out of GXO Logistics (GXO) in Q2 2022, closing a stake of 5,975 shares — an estimated $426K sold.

Crestwood Advisors Group first reported a position in GXO in Q3 2021 and held it in 3 quarters. The position peaked at $568K in Q3 2021. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2022.

  • Crestwood Advisors Group reported no remaining GXO Logistics position as of Q2 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 5,975 GXO Logistics shares in Q2 2022, an estimated $426K.
  • Crestwood Advisors Group first reported a position in GXO Logistics in Q3 2021 and held it in 3 quarters.
  • Crestwood Advisors Group's GXO Logistics position peaked at $568K in Q3 2021.
  • 463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2022.

Based on Crestwood Advisors Group's 13F filing for Q2 2022, filed 7 Jul 2022.