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DFPG Investments’s GXO Logistics GXO Stock Holding History

DFPG Investments’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
2023
Q4 		$391K Sell
6,775
-268
-4% -$15K 0.03% 461
2023
Q3 		$369K Sell
7,043
-1,157
-14% -$72.4K 0.03% 424
2023
Q2 		$549K Buy
8,200
+904
+12% +$50.7K 0.05% 350
2023
Q1 		$368K Buy
7,296
+950
+15% +$47.3K 0.04% 392
2022
Q4 		$311K Buy
+6,346
New +$255K 0.05% 344

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DFPG Investments's GXO Position: Q4 2023 in Review

DFPG Investments reduced its GXO Logistics (GXO) stake by 3.8% in Q4 2023, selling an estimated $15K and leaving 6,775 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #461.

DFPG Investments first reported a position in GXO in Q4 2022 and has held it in 5 quarters since. The position peaked at $549K in Q2 2023. 492 funds tracked by Wall St. Rank hold GXO as of Q4 2023.

  • DFPG Investments held 6,775 shares of GXO Logistics worth $391K as of Q4 2023.
  • DFPG Investments sold 268 GXO Logistics shares in Q4 2023, an estimated $15K.
  • GXO Logistics made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #461 holding.
  • DFPG Investments first reported a position in GXO Logistics in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's GXO Logistics position peaked at $549K in Q2 2023.
  • 492 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.