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Scholtz & Company’s Xerox XRX Stock Holding History

Scholtz & Company’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
2014
Q4 		– Sell
-7,780
Closed -$271K – 69
2014
Q3 		$271K Sell
7,780
-4,478
-37% -$156K 0.27% 48
2014
Q2 		$402K Hold
12,258
– – 0.38% 48
2014
Q1 		$365K Buy
+12,258
New +$359K 0.39% 51

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Scholtz & Company's XRX Position: Q4 2014 in Review

Scholtz & Company sold out of Xerox (XRX) in Q4 2014, closing a stake of 7,780 shares — an estimated $271K sold.

Scholtz & Company first reported a position in XRX in Q1 2014 and held it in 3 quarters. The position peaked at $402K in Q2 2014. 577 funds tracked by Wall St. Rank hold XRX as of Q4 2014.

  • Scholtz & Company reported no remaining Xerox position as of Q4 2014 after selling out during the quarter.
  • Scholtz & Company sold 7,780 Xerox shares in Q4 2014, an estimated $271K.
  • Scholtz & Company first reported a position in Xerox in Q1 2014 and held it in 3 quarters.
  • Scholtz & Company's Xerox position peaked at $402K in Q2 2014.
  • 577 funds tracked by Wall St. Rank held Xerox as of Q4 2014.

Based on Scholtz & Company's 13F filing for Q4 2014, filed 13 Feb 2015.