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Rational Advisors’s Xerox XRX Stock Holding History

Rational Advisors’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
Q3 		– Sell
-331
Closed -$5K – 666
2020
Q2 		$5K Buy
+331
New +$5.71K ﹤0.01% 429
2020
Q1 		– Sell
-3,427
Closed -$126K – 533
2019
Q4 		$126K Buy
3,427
+2,989
+682% +$105K 0.06% 255
2019
Q3 		$13K Sell
438
-27
-6% -$846 0.01% 484
2019
Q2 		$16K Buy
465
+230
+98% +$7.68K 0.01% 464
2019
Q1 		$8K Sell
235
-46
-16% -$1.3K ﹤0.01% 437
2018
Q4 		$6K Buy
281
+253
+904% +$6.49K ﹤0.01% 422
2018
Q3 		$1K Hold
28
– – ﹤0.01% 511
2018
Q2 		$1K Sell
28
-7
-20% -$198 ﹤0.01% 498
2018
Q1 		$1K Buy
+35
New +$1.08K ﹤0.01% 503
2015
Q3 		$1.05M Hold
40,967
– – 0.42% 93
2015
Q2 		$1.15M Hold
40,967
– – 0.37% 92
2015
Q1 		$1.39M Buy
40,967
+40,682
+14,274% +$1.44M 0.34% 103
2014
Q4 		$10K Buy
+285
New +$10.1K ﹤0.01% 434
2013
Q4 		$1.57M Sell
48,908
-29
-0.1% -$835 0.13% 236
2013
Q3 		$1.33M Buy
48,937
+48,482
+10,655% +$1.27M 0.1% 291
2013
Q2 		$11K Buy
+455
New +$10.6K ﹤0.01% 824

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rational Advisors's XRX Position: Q3 2020 in Review

Rational Advisors sold out of Xerox (XRX) in Q3 2020, closing a stake of 331 shares — an estimated $5K sold.

Rational Advisors first reported a position in XRX in Q2 2013 and held it in 16 quarters. The position peaked at $1.57M in Q4 2013. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

  • Rational Advisors reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
  • Rational Advisors sold 331 Xerox shares in Q3 2020, an estimated $5K.
  • Rational Advisors first reported a position in Xerox in Q2 2013 and held it in 16 quarters.
  • Rational Advisors's Xerox position peaked at $1.57M in Q4 2013.
  • 359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on Rational Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.