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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 – 200
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

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Newfound Research's XRX Position: Q2 2020 in Review

Newfound Research sold out of Xerox (XRX) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Newfound Research first reported a position in XRX in Q2 2016 and held it in 16 quarters. The position peaked at $3K in Q2 2019. 412 funds tracked by Wall St. Rank hold XRX as of Q2 2020.

  • Newfound Research reported no remaining Xerox position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 50 Xerox shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in Xerox in Q2 2016 and held it in 16 quarters.
  • Newfound Research's Xerox position peaked at $3K in Q2 2019.
  • 412 funds tracked by Wall St. Rank held Xerox as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.