LMAF
XYLO

Lepercq Multi-Asset Fund’s Xylo Technologies XYLO Stock Holding History

Lepercq Multi-Asset Fund’s Portfolio XYLO Stock Details XYLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$94.3K Buy
+26,059
New +$87.7K 0.07% 9

Other funds holding XYLO

LDNAM
Lepercq De Neuflize Asset Management New York $158M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Lepercq Multi-Asset Fund's XYLO Position: Q4 2024 in Review

Lepercq Multi-Asset Fund opened a new position in Xylo Technologies (XYLO) in Q4 2024: 26,059 shares worth $94.3K. The stake represents 0.07% of the portfolio and ranks #9 among its holdings.

8 funds tracked by Wall St. Rank hold XYLO as of Q4 2024.

  • Lepercq Multi-Asset Fund held 26,059 shares of Xylo Technologies worth $94.3K as of Q4 2024.
  • Xylo Technologies was a new Lepercq Multi-Asset Fund position in Q4 2024.
  • Xylo Technologies made up 0.07% of Lepercq Multi-Asset Fund's portfolio in Q4 2024, its #9 holding.
  • 8 funds tracked by Wall St. Rank held Xylo Technologies as of Q4 2024.

Based on Lepercq Multi-Asset Fund's 13F filing for Q4 2024, filed 7 Feb 2025.