JP Morgan Private Wealth Advisors’s GXO Logistics GXO Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$29.5M	Sell	502,992 -6,935	-1%	-$434K	0.08%	223
2023 Q2	$32M	Buy	509,927 +498,243	+4,264%	+$28M	0.17%	118
2023 Q1	$590K	Sell	11,684 -1,043	-8%	-$51.9K	﹤0.01%	1407
2022 Q4	$543K	Sell	12,727 -109	-0.8%	-$4.37K	﹤0.01%	1440
2022 Q3	$450K	Sell	12,836 -2,032	-14%	-$89.8K	﹤0.01%	1507
2022 Q2	$643K	Buy	14,868 +1,070	+8%	+$59.2K	﹤0.01%	1351
2022 Q1	$984K	Sell	13,798 -824	-6%	-$65.8K	﹤0.01%	1229
2021 Q4	$1.33M	Sell	14,622 -26,324	-64%	-$2.37M	﹤0.01%	1098
2021 Q3	$3.21M	Buy	+40,946	New	+$3.21M	0.01%	717

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's GXO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its GXO Logistics (GXO) stake by 1.4% in Q3 2023, selling an estimated $434K and leaving 502,992 shares worth $29.5M. The position accounts for 0.08% of the portfolio, ranked #223.

JP Morgan Private Wealth Advisors first reported a position in GXO in Q3 2021 and has held it in 9 quarters since. The position peaked at $32M in Q2 2023. 456 funds tracked by Wall St. Rank hold GXO as of Q3 2023.

JP Morgan Private Wealth Advisors held 502,992 shares of GXO Logistics worth $29.5M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 6,935 GXO Logistics shares in Q3 2023, an estimated $434K.
GXO Logistics made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #223 holding.
JP Morgan Private Wealth Advisors first reported a position in GXO Logistics in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's GXO Logistics position peaked at $32M in Q2 2023.
456 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.