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New York Life Investment Management’s Xerox XRX Stock Holding History

New York Life Investment 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
Q2 		– Sell
-20,180
Closed -$361K – 1341
2024
Q1 		$361K Buy
+20,180
New +$355K ﹤0.01% 1187
2023
Q1 		– Sell
-28,122
Closed -$411K – 1412
2022
Q4 		$411K Buy
28,122
+3,169
+13% +$47.8K ﹤0.01% 1037
2022
Q3 		$326K Buy
24,953
+1,833
+8% +$29.7K ﹤0.01% 1069
2022
Q2 		$343K Buy
+23,120
New +$410K ﹤0.01% 1100

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New York Life Investment Management's XRX Position: Q2 2024 in Review

New York Life Investment Management sold out of Xerox (XRX) in Q2 2024, closing a stake of 20,180 shares — an estimated $361K sold.

New York Life Investment Management first reported a position in XRX in Q2 2022 and held it in 4 quarters. The position peaked at $411K in Q4 2022. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

  • New York Life Investment Management reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 20,180 Xerox shares in Q2 2024, an estimated $361K.
  • New York Life Investment Management first reported a position in Xerox in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Xerox position peaked at $411K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.