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Daymark Wealth Partners’s GXO Logistics GXO Stock Holding History

Daymark Wealth Partners’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 		– Sell
-7,861
Closed -$342K – 510
2024
Q4 		$342K Sell
7,861
-535
-6% -$29.5K 0.01% 384
2024
Q3 		$437K Buy
8,396
+2,282
+37% +$116K 0.02% 356
2024
Q2 		$309K Buy
+6,114
New +$309K 0.01% 395

Other funds holding GXO

OAG
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 $3.37T AUM 44.26% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Daymark Wealth Partners's GXO Position: Q1 2025 in Review

Daymark Wealth Partners sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 7,861 shares — an estimated $342K sold.

Daymark Wealth Partners first reported a position in GXO in Q2 2024 and held it in 3 quarters. The position peaked at $437K in Q3 2024. 426 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • Daymark Wealth Partners reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 7,861 GXO Logistics shares in Q1 2025, an estimated $342K.
  • Daymark Wealth Partners first reported a position in GXO Logistics in Q2 2024 and held it in 3 quarters.
  • Daymark Wealth Partners's GXO Logistics position peaked at $437K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.