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Cypress Capital’s Xerox XRX Stock Holding History

Cypress Capital’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
Q3 		– Sell
-263
Closed -$3.06K – 372
2024
Q2 		$3.06K Buy
+263
New +$3.82K ﹤0.01% 265
2021
Q3 		– Sell
-35
Closed -$1K – 221
2021
Q2 		$1K Sell
35
-43,882
-100% -$1.06M ﹤0.01% 79
2021
Q1 		$1.07M Sell
43,917
-785
-2% -$18.8K 0.43% 55
2020
Q4 		$1.04M Sell
44,702
-725
-2% -$15.3K 0.47% 46
2020
Q3 		$909K Sell
45,427
-2,048
-4% -$35.9K 0.42% 50
2020
Q2 		$726K Buy
+47,475
New +$819K 0.32% 53

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cypress Capital's XRX Position: Q3 2024 in Review

Cypress Capital sold out of Xerox (XRX) in Q3 2024, closing a stake of 263 shares — an estimated $3.06K sold.

Cypress Capital first reported a position in XRX in Q2 2020 and held it in 6 quarters. The position peaked at $1.07M in Q1 2021. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Cypress Capital reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 263 Xerox shares in Q3 2024, an estimated $3.06K.
  • Cypress Capital first reported a position in Xerox in Q2 2020 and held it in 6 quarters.
  • Cypress Capital's Xerox position peaked at $1.07M in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.