EI
GXO icon

Ellevest Inc’s GXO Logistics GXO Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-6,773
Closed -$353K – 428
2024
Q3 		$353K Buy
6,773
+1,209
+22% +$61.3K 0.02% 290
2024
Q2 		$281K Buy
5,564
+163
+3% +$8.23K 0.02% 324
2024
Q1 		$290K Buy
5,401
+254
+5% +$13.7K 0.02% 315
2023
Q4 		$315K Buy
5,147
+1,046
+26% +$58.6K 0.02% 286
2023
Q3 		$241K Buy
+4,101
New +$257K 0.02% 301
2023
Q2 		– Sell
-2,485
Closed -$125K – 888
2023
Q1 		$125K Buy
2,485
+357
+17% +$17.8K 0.01% 405
2022
Q4 		$90.8K Buy
2,128
+1,062
+100% +$42.6K 0.01% 467
2022
Q3 		$37K Buy
1,066
+370
+53% +$16.3K ﹤0.01% 659
2022
Q2 		$30K Buy
696
+537
+338% +$29.7K ﹤0.01% 680
2022
Q1 		$11K Buy
159
+33
+26% +$2.64K ﹤0.01% 865
2021
Q4 		$11K Buy
126
+82
+186% +$7.37K ﹤0.01% 838
2021
Q3 		$3K Buy
+44
New +$3.45K ﹤0.01% 1060

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 $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.52B AUM 28.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return