Jim Simons’s Xos XOS Stock Holding History

Jim Simons’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-503	Closed	-$5K	–	4203
2023 Q3	$5K	Sell	503 -15,892	-97%	-$168K	﹤0.01%	3603
2023 Q2	$107K	Buy	16,395 +15,618	+2,010%	+$210K	﹤0.01%	3456
2023 Q1	$12K	Sell	777 -1,913	-71%	-$45K	﹤0.01%	3875
2022 Q4	$36K	Buy	+2,690	New	+$69.3K	﹤0.01%	3860

Other funds holding XOS

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Jim Simons's XOS Position: Q4 2023 in Review

Jim Simons sold out of Xos (XOS) in Q4 2023, closing a stake of 503 shares — an estimated $5K sold.

Jim Simons first reported a position in XOS in Q4 2022 and held it in 4 quarters. The position peaked at $107K in Q2 2023. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

Jim Simons reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
Jim Simons sold 503 Xos shares in Q4 2023, an estimated $5K.
Jim Simons first reported a position in Xos in Q4 2022 and held it in 4 quarters.
Jim Simons's Xos position peaked at $107K in Q2 2023.
15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.