Mather Group’s Xerox XRX Stock Holding History

Mather Group’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 Q3	–	Sell	-729	Closed	-$13K	–	2232
2024 Q2	$13K	Hold	729	–	–	﹤0.01%	1376
2024 Q1	$13.4K	Buy	+729	New	+$12.8K	﹤0.01%	1140

Other funds holding XRX

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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 $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group's XRX Position: Q3 2024 in Review

Mather Group sold out of Xerox (XRX) in Q3 2024, closing a stake of 729 shares — an estimated $13K sold.

Mather Group first reported a position in XRX in Q1 2024 and held it in 2 quarters. The position peaked at $13.4K in Q1 2024. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

Mather Group reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
Mather Group sold 729 Xerox shares in Q3 2024, an estimated $13K.
Mather Group first reported a position in Xerox in Q1 2024 and held it in 2 quarters.
Mather Group's Xerox position peaked at $13.4K in Q1 2024.
288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.