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Patten & Patten’s GXO Logistics GXO Stock Holding History

Patten & Patten’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,100
Closed -$299K – 289
2023
Q3 		$299K Sell
5,100
-2,500
-33% -$156K 0.03% 234
2023
Q2 		$477K Hold
7,600
– – 0.04% 198
2023
Q1 		$383K Sell
7,600
-400
-5% -$19.9K 0.03% 206
2022
Q4 		$342K Sell
8,000
-4,250
-35% -$170K 0.03% 212
2022
Q3 		$429K Sell
12,250
-30
-0.2% -$1.32K 0.04% 203
2022
Q2 		$531K Sell
12,280
-200
-2% -$11.1K 0.05% 189
2022
Q1 		$890K Sell
12,480
-250
-2% -$20K 0.06% 164
2021
Q4 		$1.16M Hold
12,730
– – 0.08% 144
2021
Q3 		$999K Buy
+12,730
New +$998K 0.08% 152

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patten & Patten's GXO Position: Q4 2023 in Review

Patten & Patten sold out of GXO Logistics (GXO) in Q4 2023, closing a stake of 5,100 shares — an estimated $299K sold.

Patten & Patten first reported a position in GXO in Q3 2021 and held it in 9 quarters. The position peaked at $1.16M in Q4 2021. 493 funds tracked by Wall St. Rank hold GXO as of Q4 2023.

  • Patten & Patten reported no remaining GXO Logistics position as of Q4 2023 after selling out during the quarter.
  • Patten & Patten sold 5,100 GXO Logistics shares in Q4 2023, an estimated $299K.
  • Patten & Patten first reported a position in GXO Logistics in Q3 2021 and held it in 9 quarters.
  • Patten & Patten's GXO Logistics position peaked at $1.16M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2023.

Based on Patten & Patten's 13F filing for Q4 2023, filed 23 Jan 2024.