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Evergreen Capital Management’s Xerox XRX Stock Holding History

Evergreen 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
2025
Q4 		– Sell
-25,890
Closed -$98K – 1529
2025
Q3 		$98K Sell
25,890
-8,806
-25% -$38.9K ﹤0.01% 1280
2025
Q2 		$184K Buy
+34,696
New +$169K 0.01% 1057
2024
Q2 		– Sell
-12,090
Closed -$219K – 999
2024
Q1 		$219K Sell
12,090
-977
-7% -$17.2K 0.01% 759
2023
Q4 		$243K Buy
+13,067
New +$193K 0.01% 685

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's XRX Position: Q4 2025 in Review

Evergreen Capital Management sold out of Xerox (XRX) in Q4 2025, closing a stake of 25,890 shares — an estimated $98K sold.

Evergreen Capital Management first reported a position in XRX in Q4 2023 and held it in 4 quarters. The position peaked at $243K in Q4 2023. 248 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

  • Evergreen Capital Management reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 25,890 Xerox shares in Q4 2025, an estimated $98K.
  • Evergreen Capital Management first reported a position in Xerox in Q4 2023 and held it in 4 quarters.
  • Evergreen Capital Management's Xerox position peaked at $243K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.