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Sigma Investment Counselors’s GXO Logistics GXO Stock Holding History

Sigma Investment Counselors’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
2023
Q2 		– Sell
-13,259
Closed -$669K – 192
2023
Q1 		$669K Hold
13,259
– – 0.05% 114
2022
Q4 		$566K Hold
13,259
– – 0.05% 114
2022
Q3 		$465K Hold
13,259
– – 0.04% 122
2022
Q2 		$574K Buy
+13,259
New +$734K 0.05% 115

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sigma Investment Counselors's GXO Position: Q2 2023 in Review

Sigma Investment Counselors sold out of GXO Logistics (GXO) in Q2 2023, closing a stake of 13,259 shares — an estimated $669K sold.

Sigma Investment Counselors first reported a position in GXO in Q2 2022 and held it in 4 quarters. The position peaked at $669K in Q1 2023. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2023.

  • Sigma Investment Counselors reported no remaining GXO Logistics position as of Q2 2023 after selling out during the quarter.
  • Sigma Investment Counselors sold 13,259 GXO Logistics shares in Q2 2023, an estimated $669K.
  • Sigma Investment Counselors first reported a position in GXO Logistics in Q2 2022 and held it in 4 quarters.
  • Sigma Investment Counselors's GXO Logistics position peaked at $669K in Q1 2023.
  • 463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2023.

Based on Sigma Investment Counselors's 13F filing for Q2 2023, filed 21 Jul 2023.