Freedom Investment Management’s Xerox XRX Stock Holding History

Freedom Investment 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
2017 Q4	–	Sell	-23,791	Closed	-$792K	–	1186
2017 Q3	$792K	Sell	23,791 -489	-2%	-$15.4K	0.04%	421
2017 Q2	$698K	Buy	24,280 +402	+2%	+$11.4K	0.04%	432
2017 Q1	$701K	Buy	+23,878	New	+$689K	0.04%	417
2016 Q4	–	Sell	-11,491	Closed	-$307K	–	1062
2016 Q3	$307K	Buy	11,491 +1,649	+17%	+$42.6K	0.02%	627
2016 Q2	$246K	Buy	+9,842	New	+$259K	0.02%	671
2015 Q4	–	Sell	-66,755	Closed	-$908K	–	808
2015 Q3	$908K	Buy	66,755 +55,512	+494%	+$1.54M	0.09%	177
2015 Q2	$315K	Sell	11,243 -742	-6%	-$22.9K	0.03%	478
2015 Q1	$406K	Sell	11,985 -3,841	-24%	-$136K	0.04%	380
2014 Q4	$578K	Buy	15,826 +499	+3%	+$17.6K	0.08%	249
2014 Q3	$534K	Buy	15,327 +3,083	+25%	+$108K	0.09%	226
2014 Q2	$401K	Buy	12,244 +3,147	+35%	+$100K	0.07%	276
2014 Q1	$271K	Buy	9,097 +1,463	+19%	+$42.9K	0.06%	319
2013 Q4	$245K	Buy	7,634 +1,125	+17%	+$32.4K	0.06%	325
2013 Q3	$176K	Buy	6,509 +2,608	+67%	+$68.5K	0.05%	344
2013 Q2	$93K	Buy	+3,901	New	+$91.1K	0.03%	322

Other funds holding XRX

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return