Everence Capital Management’s Xerox XRX Stock Holding History

Everence Capital Management’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
2024 Q4	–	Sell	-13,770	Closed	-$143K	–	1051
2024 Q3	$143K	Sell	13,770 -1,340	-9%	-$14.3K	0.01%	733
2024 Q2	$201K	Hold	15,110	–	–	0.01%	682
2024 Q1	$270K	Hold	15,110	–	–	0.02%	602
2023 Q4	$277K	Buy	+15,110	New	+$223K	0.02%	578
2016 Q4	–	Sell	-11,845	Closed	-$316K	–	345
2016 Q3	$316K	Buy	11,845 +5,924	+100%	+$153K	0.09%	243
2016 Q2	$148K	Hold	5,921	–	–	0.05%	299
2016 Q1	$174K	Hold	5,921	–	–	0.05%	289
2015 Q4	$166K	Hold	5,921	–	–	0.05%	290
2015 Q3	$152K	Hold	5,921	–	–	0.05%	289
2015 Q2	$166K	Hold	5,921	–	–	0.05%	295
2015 Q1	$213K	Hold	5,921	–	–	0.07%	276
2014 Q4	$216K	Hold	5,921	–	–	0.07%	276
2014 Q3	$215K	Hold	5,921	–	–	0.08%	254
2014 Q2	$194K	Hold	5,921	–	–	0.07%	266
2014 Q1	$176K	Hold	5,921	–	–	0.07%	263
2013 Q4	$190K	Hold	5,921	–	–	0.08%	258
2013 Q3	$161K	Hold	5,921	–	–	0.07%	256
2013 Q2	$142K	Buy	+5,921	New	+$138K	0.06%	249

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Everence Capital Management's XRX Position: Q4 2024 in Review

Everence Capital Management sold out of Xerox (XRX) in Q4 2024, closing a stake of 13,770 shares — an estimated $143K sold.

Everence Capital Management first reported a position in XRX in Q2 2013 and held it in 18 quarters. The position peaked at $316K in Q3 2016. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

Everence Capital Management reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 13,770 Xerox shares in Q4 2024, an estimated $143K.
Everence Capital Management first reported a position in Xerox in Q2 2013 and held it in 18 quarters.
Everence Capital Management's Xerox position peaked at $316K in Q3 2016.
284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.