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Edmonds Duncan Registered Investment Advisors’s GXO Logistics GXO Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
-3,967
Closed -$243K – 142
2023
Q4 		$243K Sell
3,967
-152
-4% -$8.52K 0.06% 116
2023
Q3 		$242K Sell
4,119
-100
-2% -$6.25K 0.07% 115
2023
Q2 		$265K Sell
4,219
-21
-0.5% -$1.18K 0.08% 104
2023
Q1 		$214K Buy
+4,240
New +$211K 0.07% 124

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's GXO Position: Q1 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 3,967 shares — an estimated $243K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in GXO in Q1 2023 and held it in 4 quarters. The position peaked at $265K in Q2 2023. 481 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 3,967 GXO Logistics shares in Q1 2024, an estimated $243K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in GXO Logistics in Q1 2023 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's GXO Logistics position peaked at $265K in Q2 2023.
  • 481 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.