Newfound Research’s Xerox XRX Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-50	Closed	-$1K	–	203
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	89
2019 Q4	$2K	Sell	50 -23	-32%	-$804	﹤0.01%	95
2019 Q3	$2K	Hold	73	–	–	﹤0.01%	107
2019 Q2	$3K	Hold	73	–	–	﹤0.01%	85
2019 Q1	$2K	Buy	73 +1	+1%	+$28	﹤0.01%	99
2018 Q4	$1K	Sell	72 -2	-3%	-$51	﹤0.01%	126
2018 Q3	$2K	Sell	74 -5	-6%	-$132	﹤0.01%	118
2018 Q2	$2K	Buy	79 +1	+1%	+$28	﹤0.01%	106
2018 Q1	$2K	Buy	78 +27	+53%	+$830	﹤0.01%	104
2017 Q4	$1K	Buy	51 +1	+2%	+$30	﹤0.01%	170
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	112
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	162
2017 Q1	$1K	Sell	50 -9	-15%	-$260	﹤0.01%	157
2016 Q4	$1K	Sell	59 -2	-3%	-$50	﹤0.01%	129
2016 Q3	$2K	Buy	61 +1	+2%	+$26	﹤0.01%	102
2016 Q2	$2K	Buy	+60	New	+$1.58K	﹤0.01%	94

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return