Edmond de Rothschild Holding
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Edmond de Rothschild Holding’s GXO Logistics GXO Stock Holding History

Edmond de Rothschild Holding’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
2024
Q1 		– Sell
-2,863
Closed -$175K – 690
2023
Q4 		$175K Hold
2,863
– – ﹤0.01% 443
2023
Q3 		$168K Buy
+2,863
New +$179K ﹤0.01% 436
2022
Q1 		– Sell
-19,452
Closed -$1.77M – 826
2021
Q4 		$1.77M Buy
19,452
+1,522
+8% +$137K 0.04% 311
2021
Q3 		$1.41M Buy
+17,930
New +$1.41M 0.03% 327

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Orbis Allan Gray
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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edmond de Rothschild Holding's GXO Position: Q1 2024 in Review

Edmond de Rothschild Holding sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 2,863 shares — an estimated $175K sold.

Edmond de Rothschild Holding first reported a position in GXO in Q3 2021 and held it in 4 quarters. The position peaked at $1.77M in Q4 2021. 483 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Edmond de Rothschild Holding reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,863 GXO Logistics shares in Q1 2024, an estimated $175K.
  • Edmond de Rothschild Holding first reported a position in GXO Logistics in Q3 2021 and held it in 4 quarters.
  • Edmond de Rothschild Holding's GXO Logistics position peaked at $1.77M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2024, filed 8 May 2024.