EFL
GXO icon

ERn Financial LLC’s GXO Logistics GXO Stock Holding History

ERn Financial LLC’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
-4,363
Closed -$227K – 193
2024
Q3 		$227K Sell
4,363
-143
-3% -$7.25K 0.03% 174
2024
Q2 		$228K Buy
4,506
+4
+0.1% +$202 0.04% 171
2024
Q1 		$242K Buy
4,502
+27
+0.6% +$1.46K 0.04% 164
2023
Q4 		$249K Sell
4,475
-1,222
-21% -$68.5K 0.05% 161
2023
Q3 		$334K Buy
5,697
+653
+13% +$40.8K 0.07% 142
2023
Q2 		$317K Buy
5,044
+147
+3% +$8.25K 0.07% 148
2023
Q1 		$247K Buy
4,897
+69
+1% +$3.43K 0.05% 156
2022
Q4 		$206K Buy
+4,828
New +$194K 0.05% 170

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 $5.72T 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 $7B AUM 19.75% 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

ERn Financial LLC's GXO Position: Q4 2024 in Review

ERn Financial LLC sold out of GXO Logistics (GXO) in Q4 2024, closing a stake of 4,363 shares — an estimated $227K sold.

ERn Financial LLC first reported a position in GXO in Q4 2022 and held it in 8 quarters. The position peaked at $334K in Q3 2023. 479 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

  • ERn Financial LLC reported no remaining GXO Logistics position as of Q4 2024 after selling out during the quarter.
  • ERn Financial LLC sold 4,363 GXO Logistics shares in Q4 2024, an estimated $227K.
  • ERn Financial LLC first reported a position in GXO Logistics in Q4 2022 and held it in 8 quarters.
  • ERn Financial LLC's GXO Logistics position peaked at $334K in Q3 2023.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on ERn Financial LLC's 13F filing for Q4 2024, filed 14 Jan 2025.