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Marathon Capital Management’s Xerox XRX Stock Holding History

Marathon Capital Management’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
Q4 		– Sell
-30,898
Closed -$321K – 161
2024
Q3 		$321K Sell
30,898
-6,025
-16% -$64.5K 0.08% 115
2024
Q2 		$429K Sell
36,923
-2,900
-7% -$42.1K 0.11% 97
2024
Q1 		$713K Sell
39,823
-125,186
-76% -$2.2M 0.17% 78
2023
Q4 		$3.02M Sell
165,009
-25,851
-14% -$382K 0.76% 37
2023
Q3 		$2.99M Buy
190,860
+774
+0.4% +$12.2K 0.75% 34
2023
Q2 		$2.83M Sell
190,086
-1,825
-1% -$26.7K 0.7% 37
2023
Q1 		$2.96M Buy
191,911
+250
+0.1% +$4.04K 0.73% 38
2022
Q4 		$2.8M Sell
191,661
-10,525
-5% -$159K 0.77% 31
2022
Q3 		$2.65M Buy
202,186
+926
+0.5% +$15K 0.76% 30
2022
Q2 		$2.99M Buy
201,260
+14,275
+8% +$253K 0.97% 25
2022
Q1 		$3.77M Buy
186,985
+22,760
+14% +$478K 1.08% 26
2021
Q4 		$3.72M Buy
+164,225
New +$3.34M 0.87% 25

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marathon Capital Management's XRX Position: Q4 2024 in Review

Marathon Capital Management sold out of Xerox (XRX) in Q4 2024, closing a stake of 30,898 shares — an estimated $321K sold.

Marathon Capital Management first reported a position in XRX in Q4 2021 and held it in 12 quarters. The position peaked at $3.77M in Q1 2022. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • Marathon Capital Management reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • Marathon Capital Management sold 30,898 Xerox shares in Q4 2024, an estimated $321K.
  • Marathon Capital Management first reported a position in Xerox in Q4 2021 and held it in 12 quarters.
  • Marathon Capital Management's Xerox position peaked at $3.77M in Q1 2022.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Marathon Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.