Lido Advisors
XRX icon

Lido Advisors’s Xerox XRX Stock Holding History

Lido Advisors’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
Q1 		– Sell
-9,133
Closed -$206K – 1106
2021
Q4 		$206K Buy
+9,133
New +$186K ﹤0.01% 954
2021
Q3 		– Sell
-9,133
Closed -$217K – 1033
2021
Q2 		$217K Sell
9,133
-206
-2% -$4.98K ﹤0.01% 841
2021
Q1 		$229K Hold
9,339
– – ﹤0.01% 762
2020
Q4 		$218K Buy
+9,339
New +$198K ﹤0.01% 741

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's XRX Position: Q1 2022 in Review

Lido Advisors sold out of Xerox (XRX) in Q1 2022, closing a stake of 9,133 shares — an estimated $206K sold.

Lido Advisors first reported a position in XRX in Q4 2020 and held it in 4 quarters. The position peaked at $229K in Q1 2021. 324 funds tracked by Wall St. Rank hold XRX as of Q1 2022.

  • Lido Advisors reported no remaining Xerox position as of Q1 2022 after selling out during the quarter.
  • Lido Advisors sold 9,133 Xerox shares in Q1 2022, an estimated $206K.
  • Lido Advisors first reported a position in Xerox in Q4 2020 and held it in 4 quarters.
  • Lido Advisors's Xerox position peaked at $229K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held Xerox as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.