Loring Wolcott & Coolidge Fiduciary Advisors’s Xerox XRX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q1	–	Sell	-12	Closed	-$222	–	594
2023 Q4	$222	Hold	12	–	–	﹤0.01%	548
2023 Q3	$162	Sell	12 -341	-97%	-$5.39K	﹤0.01%	602
2023 Q2	$5.26K	Hold	353	–	–	﹤0.01%	572
2023 Q1	$5.44K	Hold	353	–	–	﹤0.01%	544
2022 Q4	$5.15K	Sell	353 -298	-46%	-$4.49K	﹤0.01%	533
2022 Q3	$9K	Hold	651	–	–	﹤0.01%	532
2022 Q2	$10K	Hold	651	–	–	﹤0.01%	550
2022 Q1	$13K	Hold	651	–	–	﹤0.01%	543
2021 Q4	$15K	Buy	651 +298	+84%	+$6.05K	﹤0.01%	567
2021 Q3	$7K	Buy	353 +341	+2,842%	+$7.74K	﹤0.01%	636
2021 Q2	$0	Buy	+12	New	+$290	﹤0.01%	954
2021 Q1	–	Sell	-12	Closed	–	–	725
2020 Q4	$0	Hold	12	–	–	﹤0.01%	803
2020 Q3	$0	Hold	12	–	–	﹤0.01%	616
2020 Q2	$0	Hold	12	–	–	﹤0.01%	662
2020 Q1	$0	Hold	12	–	–	﹤0.01%	719
2019 Q4	$0	Hold	12	–	–	﹤0.01%	727
2019 Q3	$0	Hold	12	–	–	﹤0.01%	741
2019 Q2	$0	Hold	12	–	–	﹤0.01%	773
2019 Q1	$0	Hold	12	–	–	﹤0.01%	773
2018 Q4	$0	Hold	12	–	–	﹤0.01%	734
2018 Q3	$0	Buy	+12	New	+$317	﹤0.01%	682
2017 Q4	–	Sell	-2	Closed	–	–	886
2017 Q3	$0	Buy	+2	New	+$63	﹤0.01%	915

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XRX Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Xerox (XRX) in Q1 2024, closing a stake of 12 shares — an estimated $222 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XRX in Q3 2017 and held it in 22 quarters. The position peaked at $15K in Q4 2021. 335 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 12 Xerox shares in Q1 2024, an estimated $222.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Xerox in Q3 2017 and held it in 22 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Xerox position peaked at $15K in Q4 2021.
335 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.