Heritage Financial Services’s GXO Logistics GXO Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-16	Closed	–	–	228
2022 Q2	$0	Buy	+16	New	+$886	﹤0.01%	522

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

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

Heritage Financial Services's GXO Position: Q3 2022 in Review

Heritage Financial Services sold out of GXO Logistics (GXO) in Q3 2022, closing a stake of 16 shares.

Heritage Financial Services first reported a position in GXO in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 406 funds tracked by Wall St. Rank hold GXO as of Q3 2022.

Heritage Financial Services reported no remaining GXO Logistics position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 16 GXO Logistics shares in Q3 2022.
Heritage Financial Services first reported a position in GXO Logistics in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's GXO Logistics position peaked at $0 in Q2 2022.
406 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.