Herold Advisors’s GXO Logistics GXO Stock Holding History

Herold 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
2022 Q2	–	Sell	-750	Closed	-$53.5K	–	379
2022 Q1	$53.5K	Buy	+750	New	+$59.9K	0.02%	370
2021 Q4	–	Sell	-750	Closed	-$58K	–	366
2021 Q3	$58K	Buy	+750	New	+$58.8K	0.02%	352

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Herold Advisors's GXO Position: Q2 2022 in Review

Herold Advisors sold out of GXO Logistics (GXO) in Q2 2022, closing a stake of 750 shares — an estimated $53.5K sold.

Herold Advisors first reported a position in GXO in Q3 2021 and held it in 2 quarters. The position peaked at $58K in Q3 2021. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2022.

Herold Advisors reported no remaining GXO Logistics position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 750 GXO Logistics shares in Q2 2022, an estimated $53.5K.
Herold Advisors first reported a position in GXO Logistics in Q3 2021 and held it in 2 quarters.
Herold Advisors's GXO Logistics position peaked at $58K in Q3 2021.
463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.