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Roosevelt Investment Group’s GXO Logistics GXO Stock Holding History

Roosevelt Investment Group’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
2022
Q1 		– Sell
-2,611
Closed -$237K – 297
2021
Q4 		$237K Buy
+2,611
New +$235K 0.01% 250

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Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Roosevelt Investment Group's GXO Position: Q1 2022 in Review

Roosevelt Investment Group sold out of GXO Logistics (GXO) in Q1 2022, closing a stake of 2,611 shares — an estimated $237K sold.

Roosevelt Investment Group first reported a position in GXO in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 468 funds tracked by Wall St. Rank hold GXO as of Q1 2022.

  • Roosevelt Investment Group reported no remaining GXO Logistics position as of Q1 2022 after selling out during the quarter.
  • Roosevelt Investment Group sold 2,611 GXO Logistics shares in Q1 2022, an estimated $237K.
  • Roosevelt Investment Group first reported a position in GXO Logistics in Q4 2021 and held it in 1 quarter.
  • Roosevelt Investment Group's GXO Logistics position peaked at $237K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2022.

Based on Roosevelt Investment Group's 13F filing for Q1 2022, filed 2 May 2022.