DI
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Disciplined Investments’s Xerox XRX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-42
Closed -$625 – 1594
2023
Q2 		$625 Sell
42
-4
-9% -$59 ﹤0.01% 1150
2023
Q1 		$708 Buy
46
+5
+12% +$81 ﹤0.01% 1108
2022
Q4 		$599 Buy
41
+4
+11% +$60 ﹤0.01% 1120
2022
Q3 		$0 Sell
37
-8
-18% -$130 ﹤0.01% 1661
2022
Q2 		$1K Buy
45
+3
+7% +$53 ﹤0.01% 1178
2022
Q1 		$1K Buy
+42
New +$883 ﹤0.01% 1251

Other funds holding XRX

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's XRX Position: Q3 2023 in Review

Disciplined Investments sold out of Xerox (XRX) in Q3 2023, closing a stake of 42 shares — an estimated $625 sold.

Disciplined Investments first reported a position in XRX in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 298 funds tracked by Wall St. Rank hold XRX as of Q3 2023.

  • Disciplined Investments reported no remaining Xerox position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 42 Xerox shares in Q3 2023, an estimated $625.
  • Disciplined Investments first reported a position in Xerox in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Xerox position peaked at $1K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Xerox as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.