Nelson Capital Management’s Xerox XRX Stock Holding History

Nelson 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
2019 Q4	–	Sell	-22	Closed	-$1K	–	294
2019 Q3	$1K	Buy	+22	New	+$689	﹤0.01%	322
2017 Q4	–	Sell	-100	Closed	-$3K	–	358
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	232
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	257
2017 Q1	$3K	Sell	100 -52	-34%	-$1.5K	﹤0.01%	238
2016 Q4	$3K	Hold	152	–	–	﹤0.01%	241
2016 Q3	$4K	Hold	152	–	–	﹤0.01%	236
2016 Q2	$4K	Hold	152	–	–	﹤0.01%	242
2016 Q1	$4K	Hold	152	–	–	﹤0.01%	233
2015 Q4	$4K	Hold	152	–	–	﹤0.01%	232
2015 Q3	$4K	Hold	152	–	–	﹤0.01%	238
2015 Q2	$4K	Hold	152	–	–	﹤0.01%	241
2015 Q1	$5K	Hold	152	–	–	﹤0.01%	236
2014 Q4	$6K	Hold	152	–	–	﹤0.01%	262
2014 Q3	$5K	Sell	152 -598	-80%	-$20.9K	﹤0.01%	282
2014 Q2	$25K	Buy	+750	New	+$23.8K	0.01%	167

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return