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Harbor Investment Advisory’s Xerox XRX Stock Holding History

Harbor Investment Advisory’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
2023
Q3 		– Sell
-50
Closed -$745 – 1356
2023
Q2 		$745 Buy
+50
New +$732 ﹤0.01% 1269
2021
Q3 		– Sell
-94
Closed -$2K – 1366
2021
Q2 		$2K Hold
94
– – ﹤0.01% 1200
2021
Q1 		$2K Hold
94
– – ﹤0.01% 1192
2020
Q4 		$2K Hold
94
– – ﹤0.01% 1122
2020
Q3 		$2K Buy
+94
New +$1.65K ﹤0.01% 1045

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harbor Investment Advisory's XRX Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Xerox (XRX) in Q3 2023, closing a stake of 50 shares — an estimated $745 sold.

Harbor Investment Advisory first reported a position in XRX in Q3 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 298 funds tracked by Wall St. Rank hold XRX as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Xerox position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 50 Xerox shares in Q3 2023, an estimated $745.
  • Harbor Investment Advisory first reported a position in Xerox in Q3 2020 and held it in 5 quarters.
  • Harbor Investment Advisory's Xerox position peaked at $2K in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Xerox as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.