Lee Financial’s Xerox XRX Stock Holding History

Lee Financial’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
2022 Q4	–	Sell	-15	Closed	–	–	998
2022 Q3	$0	Sell	15 -139	-90%	-$2.25K	﹤0.01%	1045
2022 Q2	$2K	Buy	+154	New	+$2.73K	﹤0.01%	750
2022 Q1	–	Sell	-123	Closed	-$3K	–	983
2021 Q4	$3K	Buy	+123	New	+$2.5K	﹤0.01%	693

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lee Financial's XRX Position: Q4 2022 in Review

Lee Financial sold out of Xerox (XRX) in Q4 2022, closing a stake of 15 shares.

Lee Financial first reported a position in XRX in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 304 funds tracked by Wall St. Rank hold XRX as of Q4 2022.

Lee Financial reported no remaining Xerox position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 15 Xerox shares in Q4 2022.
Lee Financial first reported a position in Xerox in Q4 2021 and held it in 3 quarters.
Lee Financial's Xerox position peaked at $3K in Q4 2021.
304 funds tracked by Wall St. Rank held Xerox as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.