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Kelly Financial Services’s Xerox XRX Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-439
Closed -$8.25K – 619
2020
Q3 		$8.25K Buy
439
+7
+2% +$123 0.01% 278
2020
Q2 		$6.61K Buy
432
+6
+1% +$104 0.01% 295
2020
Q1 		$8.07K Buy
426
+2
+0.5% +$64 0.01% 237
2019
Q4 		$15.6K Buy
424
+4
+1% +$140 0.01% 191
2019
Q3 		$12.6K Buy
420
+3
+0.7% +$94 0.01% 199
2019
Q2 		$14.8K Buy
417
+3
+0.7% +$100 0.01% 182
2019
Q1 		$13.2K Buy
+414
New +$11.7K 0.01% 189

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kelly Financial Services's XRX Position: Q4 2020 in Review

Kelly Financial Services sold out of Xerox (XRX) in Q4 2020, closing a stake of 439 shares — an estimated $8.25K sold.

Kelly Financial Services first reported a position in XRX in Q1 2019 and held it in 7 quarters. The position peaked at $15.6K in Q4 2019. 407 funds tracked by Wall St. Rank hold XRX as of Q4 2020.

  • Kelly Financial Services reported no remaining Xerox position as of Q4 2020 after selling out during the quarter.
  • Kelly Financial Services sold 439 Xerox shares in Q4 2020, an estimated $8.25K.
  • Kelly Financial Services first reported a position in Xerox in Q1 2019 and held it in 7 quarters.
  • Kelly Financial Services's Xerox position peaked at $15.6K in Q4 2019.
  • 407 funds tracked by Wall St. Rank held Xerox as of Q4 2020.

Based on Kelly Financial Services's 13F filing for Q4 2020, filed 17 Jul 2024.