EWM
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Evermay Wealth Management’s GXO Logistics GXO Stock Holding History

Evermay Wealth Management’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
Q4 		– Sell
-120
Closed -$6.35K – 584
2025
Q3 		$6.35K Hold
120
– – ﹤0.01% 466
2025
Q2 		$5.84K Hold
120
– – ﹤0.01% 472
2025
Q1 		$4.69K Buy
120
+5
+4% +$209 ﹤0.01% 489
2024
Q4 		$5K Hold
115
– – ﹤0.01% 487
2024
Q3 		$5.99K Hold
115
– – ﹤0.01% 494
2024
Q2 		$5.81K Buy
115
+90
+360% +$4.54K ﹤0.01% 490
2024
Q1 		$1.34K Hold
25
– – ﹤0.01% 557
2023
Q4 		$1.53K Buy
25
+15
+150% +$840 ﹤0.01% 535
2023
Q3 		$587 Sell
10
-30
-75% -$1.88K ﹤0.01% 535
2023
Q2 		$2.51K Hold
40
– – ﹤0.01% 481
2023
Q1 		$2.02K Buy
40
+30
+300% +$1.49K ﹤0.01% 481
2022
Q4 		$427 Sell
10
-440
-98% -$17.6K ﹤0.01% 529
2022
Q3 		$16K Sell
450
-270
-38% -$11.9K ﹤0.01% 360
2022
Q2 		$31K Buy
720
+405
+129% +$22.4K 0.01% 311
2022
Q1 		$22K Buy
+315
New +$25.2K ﹤0.01% 361

Other funds holding GXO

OAG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return