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Peapack-Gladstone Financial Corp’s GXO Logistics GXO Stock Holding History

Peapack-Gladstone Financial Corp’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
Q2 		– Sell
-4,280
Closed -$216K – 713
2023
Q1 		$216K Buy
+4,280
New +$213K ﹤0.01% 630
2022
Q3 		– Sell
-4,640
Closed -$201K – 692
2022
Q2 		$201K Sell
4,640
-800
-15% -$44.3K ﹤0.01% 596
2022
Q1 		$407K Sell
5,440
-1,635
-23% -$131K 0.01% 502
2021
Q4 		$643K Sell
7,075
-175
-2% -$15.7K 0.01% 429
2021
Q3 		$569K Buy
+7,250
New +$568K 0.01% 447

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peapack-Gladstone Financial Corp's GXO Position: Q2 2023 in Review

Peapack-Gladstone Financial Corp sold out of GXO Logistics (GXO) in Q2 2023, closing a stake of 4,280 shares — an estimated $216K sold.

Peapack-Gladstone Financial Corp first reported a position in GXO in Q3 2021 and held it in 5 quarters. The position peaked at $643K in Q4 2021. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2023.

  • Peapack-Gladstone Financial Corp reported no remaining GXO Logistics position as of Q2 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 4,280 GXO Logistics shares in Q2 2023, an estimated $216K.
  • Peapack-Gladstone Financial Corp first reported a position in GXO Logistics in Q3 2021 and held it in 5 quarters.
  • Peapack-Gladstone Financial Corp's GXO Logistics position peaked at $643K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2023, filed 14 Aug 2023.