Lee Financial’s GXO Logistics GXO Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-13	Closed	-$1K	–	888
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	787
2022 Q1	$1K	Sell	13 -10	-43%	-$799	﹤0.01%	721
2021 Q4	$2K	Buy	23 +10	+77%	+$899	﹤0.01%	742
2021 Q3	$1K	Buy	+13	New	+$1.02K	﹤0.01%	670

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lee Financial's GXO Position: Q3 2022 in Review

Lee Financial sold out of GXO Logistics (GXO) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Lee Financial first reported a position in GXO in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 408 funds tracked by Wall St. Rank hold GXO as of Q3 2022.

Lee Financial reported no remaining GXO Logistics position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 13 GXO Logistics shares in Q3 2022, an estimated $1K.
Lee Financial first reported a position in GXO Logistics in Q3 2021 and held it in 4 quarters.
Lee Financial's GXO Logistics position peaked at $2K in Q4 2021.
408 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.