LJAC
XRX icon

L.J. Altfest & Co’s Xerox XRX Stock Holding History

L.J. Altfest & Co’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
2021
Q1 		– Sell
-14,049
Closed -$326K – 298
2020
Q4 		$326K Buy
14,049
+865
+7% +$18.3K 0.08% 190
2020
Q3 		$247K Buy
+13,184
New +$231K 0.07% 191
2019
Q3 		– Sell
-6,196
Closed -$219K – 196
2019
Q2 		$219K Buy
+6,196
New +$207K 0.06% 179
2018
Q2 		– Sell
-7,759
Closed -$223K – 170
2018
Q1 		$223K Buy
7,759
+15
+0.2% +$461 0.1% 147
2017
Q4 		$226K Buy
7,744
+27
+0.3% +$820 0.09% 149
2017
Q3 		$257K Sell
7,717
-580
-7% -$18.3K 0.12% 126
2017
Q2 		$238K Sell
8,297
-47,748
-85% -$1.35M 0.14% 127
2017
Q1 		$1.65M Buy
+56,045
New +$1.62M 0.65% 39

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

L.J. Altfest & Co's XRX Position: Q1 2021 in Review

L.J. Altfest & Co sold out of Xerox (XRX) in Q1 2021, closing a stake of 14,049 shares — an estimated $326K sold.

L.J. Altfest & Co first reported a position in XRX in Q1 2017 and held it in 8 quarters. The position peaked at $1.65M in Q1 2017. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

  • L.J. Altfest & Co reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 14,049 Xerox shares in Q1 2021, an estimated $326K.
  • L.J. Altfest & Co first reported a position in Xerox in Q1 2017 and held it in 8 quarters.
  • L.J. Altfest & Co's Xerox position peaked at $1.65M in Q1 2017.
  • 373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on L.J. Altfest & Co's 13F filing for Q1 2021, filed 7 May 2021.