MAFM
XRX icon

Mid Atlantic Financial Management’s Xerox XRX Stock Holding History

Mid Atlantic Financial 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
2021
Q2 		– Sell
-8,318
Closed -$202K – 960
2021
Q1 		$202K Sell
8,318
-6,060
-42% -$145K 0.01% 772
2020
Q4 		$333K Buy
14,378
+743
+5% +$15.7K 0.03% 535
2020
Q3 		$293K Buy
+13,635
New +$239K 0.03% 529

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's XRX Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of Xerox (XRX) in Q2 2021, closing a stake of 8,318 shares — an estimated $202K sold.

Mid Atlantic Financial Management first reported a position in XRX in Q3 2020 and held it in 3 quarters. The position peaked at $333K in Q4 2020. 340 funds tracked by Wall St. Rank hold XRX as of Q2 2021.

  • Mid Atlantic Financial Management reported no remaining Xerox position as of Q2 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 8,318 Xerox shares in Q2 2021, an estimated $202K.
  • Mid Atlantic Financial Management first reported a position in Xerox in Q3 2020 and held it in 3 quarters.
  • Mid Atlantic Financial Management's Xerox position peaked at $333K in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Xerox as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.