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D.L. Carlson Investment Group’s GXO Logistics GXO Stock Holding History

D.L. Carlson Investment 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
-4,130
Closed -$295K – 140
2022
Q1 		$295K Sell
4,130
-3,150
-43% -$252K 0.05% 123
2021
Q4 		$661K Sell
7,280
-8,484
-54% -$762K 0.11% 100
2021
Q3 		$1.24M Buy
+15,764
New +$1.24M 0.22% 87

Other funds holding GXO

Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
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

D.L. Carlson Investment Group's GXO Position: Q2 2022 in Review

D.L. Carlson Investment Group sold out of GXO Logistics (GXO) in Q2 2022, closing a stake of 4,130 shares — an estimated $295K sold.

D.L. Carlson Investment Group first reported a position in GXO in Q3 2021 and held it in 3 quarters. The position peaked at $1.24M in Q3 2021. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2022.

  • D.L. Carlson Investment Group reported no remaining GXO Logistics position as of Q2 2022 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 4,130 GXO Logistics shares in Q2 2022, an estimated $295K.
  • D.L. Carlson Investment Group first reported a position in GXO Logistics in Q3 2021 and held it in 3 quarters.
  • D.L. Carlson Investment Group's GXO Logistics position peaked at $1.24M in Q3 2021.
  • 463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2022.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2022, filed 10 Aug 2022.