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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Freedom Investment Management's XRX Position: Q4 2017 in Review

Freedom Investment Management sold out of Xerox (XRX) in Q4 2017, closing a stake of 23,791 shares — an estimated $792K sold.

Freedom Investment Management first reported a position in XRX in Q2 2013 and held it in 15 quarters. The position peaked at $908K in Q3 2015. 484 funds tracked by Wall St. Rank hold XRX as of Q4 2017.

  • Freedom Investment Management reported no remaining Xerox position as of Q4 2017 after selling out during the quarter.
  • Freedom Investment Management sold 23,791 Xerox shares in Q4 2017, an estimated $792K.
  • Freedom Investment Management first reported a position in Xerox in Q2 2013 and held it in 15 quarters.
  • Freedom Investment Management's Xerox position peaked at $908K in Q3 2015.
  • 484 funds tracked by Wall St. Rank held Xerox as of Q4 2017.

Based on Freedom Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.