Emerald Advisers’s GXO Logistics GXO Stock Holding History

Emerald Advisers’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
2025 Q1	–	Sell	-11,405	Closed	-$496K	–	256
2024 Q4	$496K	Buy	11,405 +25	+0.2%	+$1.38K	0.02%	172
2024 Q3	$593K	Sell	11,380 -277	-2%	-$14K	0.02%	167
2024 Q2	$589K	Sell	11,657 -18,589	-61%	-$938K	0.02%	166
2024 Q1	$1.63M	Sell	30,246 -14,579	-33%	-$788K	0.07%	127
2023 Q4	$2.74M	Sell	44,825 -4,880	-10%	-$273K	0.12%	123
2023 Q3	$2.92M	Sell	49,705 -4,640	-9%	-$290K	0.14%	117
2023 Q2	$3.41M	Sell	54,345 -3,588	-6%	-$201K	0.15%	117
2023 Q1	$2.92M	Sell	57,933 -1,798	-3%	-$89.5K	0.14%	119
2022 Q4	$2.55M	Sell	59,731 -574	-1%	-$23K	0.12%	114
2022 Q3	$2.11M	Buy	60,305 +31,562	+110%	+$1.39M	0.11%	118
2022 Q2	$1.24M	Buy	28,743 +12,058	+72%	+$667K	0.06%	136
2022 Q1	$1.19M	Sell	16,685 -110	-0.7%	-$8.79K	0.05%	152
2021 Q4	$1.52M	Buy	16,795 +2,402	+17%	+$216K	0.06%	144
2021 Q3	$1.13M	Buy	+14,393	New	+$1.13M	0.04%	150

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.52B AUM 28.85% 1-Year Est. Return