Jupiter Investment Management’s Xerox XRX Stock Holding History

Jupiter Investment Management’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
2020 Q1	–	Sell	-91,074	Closed	-$3.36M	–	507
2019 Q4	$3.36M	Buy	91,074 +7,983	+10%	+$279K	0.05%	257
2019 Q3	$2.48M	Buy	+83,091	New	+$2.6M	0.03%	294
2019 Q1	–	Sell	-41,400	Closed	-$818K	–	443
2018 Q4	$818K	Buy	+41,400	New	+$1.06M	0.01%	252
2017 Q2	–	Sell	-42,100	Closed	-$1.24M	–	494
2017 Q1	$1.24M	Buy	42,100 +20,810	+98%	+$601K	0.02%	225
2016 Q4	$489K	Sell	21,290 -3,818	-15%	-$95.1K	0.01%	261
2016 Q3	$670K	Sell	25,108 -451,299	-95%	-$11.7M	0.01%	278
2016 Q2	$11.9M	Buy	476,407 +474,662	+27,201%	+$12.5M	0.22%	111
2016 Q1	$51K	Buy	+1,745	New	+$45K	﹤0.01%	446
2015 Q2	–	Sell	-51,878	Closed	-$1.76M	–	385
2015 Q1	$1.76M	Buy	+51,878	New	+$1.83M	0.06%	165
2014 Q2	–	Sell	-176,593	Closed	-$5.26M	–	421
2014 Q1	$5.26M	Buy	+176,593	New	+$5.17M	0.36%	90

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jupiter Investment Management's XRX Position: Q1 2020 in Review

Jupiter Investment Management sold out of Xerox (XRX) in Q1 2020, closing a stake of 91,074 shares — an estimated $3.36M sold.

Jupiter Investment Management first reported a position in XRX in Q1 2014 and held it in 10 quarters. The position peaked at $11.9M in Q2 2016. 464 funds tracked by Wall St. Rank hold XRX as of Q1 2020.

Jupiter Investment Management reported no remaining Xerox position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 91,074 Xerox shares in Q1 2020, an estimated $3.36M.
Jupiter Investment Management first reported a position in Xerox in Q1 2014 and held it in 10 quarters.
Jupiter Investment Management's Xerox position peaked at $11.9M in Q2 2016.
464 funds tracked by Wall St. Rank held Xerox as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.