Guerra Pan Advisors’s GXO Logistics GXO Stock Holding History

Guerra Pan Advisors’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
2024 Q4	–	Sell	-3,936	Closed	-$205K	–	113
2024 Q3	$205K	Sell	3,936 -500	-11%	-$25.3K	0.16%	104
2024 Q2	$224K	Hold	4,436	–	–	0.19%	93
2024 Q1	$238K	Hold	4,436	–	–	0.22%	91
2023 Q4	$271K	Hold	4,436	–	–	0.26%	88
2023 Q3	$260K	Hold	4,436	–	–	0.3%	77
2023 Q2	$279K	Sell	4,436 -220	-5%	-$12.3K	0.31%	76
2023 Q1	$235K	Sell	4,656 -40	-0.9%	-$1.99K	0.29%	83
2022 Q4	$200K	Buy	+4,696	New	+$188K	0.27%	89
2022 Q3	–	Sell	-4,696	Closed	-$225K	–	91
2022 Q2	$225K	Hold	4,696	–	–	0.28%	87
2022 Q1	$284K	Hold	4,696	–	–	0.34%	75
2021 Q4	$427K	Buy	+4,696	New	+$422K	0.42%	62

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guerra Pan Advisors's GXO Position: Q4 2024 in Review

Guerra Pan Advisors sold out of GXO Logistics (GXO) in Q4 2024, closing a stake of 3,936 shares — an estimated $205K sold.

Guerra Pan Advisors first reported a position in GXO in Q4 2021 and held it in 11 quarters. The position peaked at $427K in Q4 2021. 479 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

Guerra Pan Advisors reported no remaining GXO Logistics position as of Q4 2024 after selling out during the quarter.
Guerra Pan Advisors sold 3,936 GXO Logistics shares in Q4 2024, an estimated $205K.
Guerra Pan Advisors first reported a position in GXO Logistics in Q4 2021 and held it in 11 quarters.
Guerra Pan Advisors's GXO Logistics position peaked at $427K in Q4 2021.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on Guerra Pan Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.