Sargent Investment Group’s Xerox XRX Stock Holding History

Sargent Investment Group’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
2021 Q1	–	Sell	-20,000	Closed	-$52K	–	207
2020 Q4	$52K	Buy	+20,000	New	+$423K	0.02%	180

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sargent Investment Group's XRX Position: Q3 2024 in Review

Sargent Investment Group sold out of Xerox (XRX) in Q3 2024, closing a stake of 138,795 shares — an estimated $1.61M sold.

Sargent Investment Group first reported a position in XRX in Q4 2020 and held it in 15 quarters. The position peaked at $4.63M in Q3 2021. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

Sargent Investment Group reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
Sargent Investment Group sold 138,795 Xerox shares in Q3 2024, an estimated $1.61M.
Sargent Investment Group first reported a position in Xerox in Q4 2020 and held it in 15 quarters.
Sargent Investment Group's Xerox position peaked at $4.63M in Q3 2021.
288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Sargent Investment Group's 13F filing for Q3 2024, filed 6 Nov 2024.