Echo Street Capital Management’s Xerox XRX Stock Holding History

Echo Street Capital Management’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	-20,248	Closed	-$301K	–	597
2023 Q2	$301K	Buy	20,248 +7,196	+55%	+$105K	﹤0.01%	380
2023 Q1	$201K	Buy	+13,052	New	+$211K	﹤0.01%	469
2022 Q4	–	Sell	-10,264	Closed	-$134K	–	674
2022 Q3	$134K	Sell	10,264 -6,954	-40%	-$113K	﹤0.01%	499
2022 Q2	$256K	Buy	17,218 +2,991	+21%	+$53K	﹤0.01%	458
2022 Q1	$287K	Buy	14,227 +2,033	+17%	+$42.7K	﹤0.01%	508
2021 Q4	$276K	Sell	12,194 -57,246	-82%	-$1.16M	﹤0.01%	526
2021 Q3	$1.4M	Buy	69,440 +43,978	+173%	+$998K	0.01%	190
2021 Q2	$598K	Sell	25,462 -6,930	-21%	-$168K	﹤0.01%	314
2021 Q1	$786K	Buy	+32,392	New	+$774K	0.01%	208

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Echo Street Capital Management's XRX Position: Q3 2023 in Review

Echo Street Capital Management sold out of Xerox (XRX) in Q3 2023, closing a stake of 20,248 shares — an estimated $301K sold.

Echo Street Capital Management first reported a position in XRX in Q1 2021 and held it in 9 quarters. The position peaked at $1.4M in Q3 2021. 297 funds tracked by Wall St. Rank hold XRX as of Q3 2023.

Echo Street Capital Management reported no remaining Xerox position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 20,248 Xerox shares in Q3 2023, an estimated $301K.
Echo Street Capital Management first reported a position in Xerox in Q1 2021 and held it in 9 quarters.
Echo Street Capital Management's Xerox position peaked at $1.4M in Q3 2021.
297 funds tracked by Wall St. Rank held Xerox as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.