RIM
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Rockbridge Investment Management’s Xerox XRX Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-231
Closed -$4.24K – 651
2023
Q4 		$4.24K Buy
+231
New +$3.42K ﹤0.01% 481
2022
Q3 		– Sell
-231
Closed -$3.43K – 615
2022
Q2 		$3.43K Hold
231
– – ﹤0.01% 497
2022
Q1 		$4.61K Hold
231
– – ﹤0.01% 636
2021
Q4 		$5K Hold
231
– – ﹤0.01% 668
2021
Q3 		$5K Hold
231
– – ﹤0.01% 619
2021
Q2 		$5K Hold
231
– – ﹤0.01% 616
2021
Q1 		$6K Buy
+231
New +$5.52K ﹤0.01% 568

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Pacer Advisors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return