Elm Advisors’s Xerox XRX Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-2,250	Closed	-$52K	–	266
2020 Q4	$52K	Buy	+2,250	New	+$47.6K	0.03%	162
2018 Q4	–	Sell	-2,325	Closed	-$63K	–	279
2018 Q3	$63K	Buy	+2,325	New	+$61.5K	0.04%	147
2017 Q2	–	Sell	-3,106	Closed	-$91K	–	81
2017 Q1	$91K	Sell	3,106 -1,609	-34%	-$46.4K	0.08%	79
2016 Q4	$108K	Hold	4,715	–	–	0.1%	80
2016 Q3	$126K	Hold	4,715	–	–	0.12%	77
2016 Q2	$118K	Sell	4,715 -190	-4%	-$5K	0.11%	78
2016 Q1	$144K	Hold	4,905	–	–	0.14%	72
2015 Q4	$137K	Hold	4,905	–	–	0.14%	73
2015 Q3	$126K	Hold	4,905	–	–	0.13%	65
2015 Q2	$138K	Hold	4,905	–	–	0.13%	69
2015 Q1	$166K	Hold	4,905	–	–	0.15%	72
2014 Q4	$179K	Hold	4,905	–	–	0.16%	73
2014 Q3	$171K	Hold	4,905	–	–	0.16%	70
2014 Q2	$161K	Hold	4,905	–	–	0.15%	72
2014 Q1	$146K	Hold	4,905	–	–	0.14%	71
2013 Q4	$157K	Buy	+4,905	New	+$141K	0.15%	71

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Elm Advisors's XRX Position: Q1 2021 in Review

Elm Advisors sold out of Xerox (XRX) in Q1 2021, closing a stake of 2,250 shares — an estimated $52K sold.

Elm Advisors first reported a position in XRX in Q4 2013 and held it in 16 quarters. The position peaked at $179K in Q4 2014. 372 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

Elm Advisors reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 2,250 Xerox shares in Q1 2021, an estimated $52K.
Elm Advisors first reported a position in Xerox in Q4 2013 and held it in 16 quarters.
Elm Advisors's Xerox position peaked at $179K in Q4 2014.
372 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.