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Steward Financial Group’s GXO Logistics GXO Stock Holding History

Steward Financial 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
2023
Q3 		$4K Buy
+75
New +$4.69K ﹤0.01% 725
2023
Q2 		– Sell
-40
Closed -$2K – 696
2023
Q1 		$2K Buy
40
+34
+567% +$1.69K ﹤0.01% 496
2022
Q4 		$0 Buy
+6
New +$241 ﹤0.01% 651
2022
Q3 		– Sell
-15
Closed – – 603
2022
Q2 		$0 Buy
+15
New +$830 ﹤0.01% 1133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's GXO Position: Q3 2023 in Review

Steward Financial Group opened a new position in GXO Logistics (GXO) in Q3 2023: 75 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GXO as recently as Q1 2023.

Steward Financial Group first reported a position in GXO in Q2 2022 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold GXO as of Q3 2023.

  • Steward Financial Group held 75 shares of GXO Logistics worth $4K as of Q3 2023.
  • GXO Logistics was a new Steward Financial Group position in Q3 2023.
  • GXO Logistics made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #725 holding.
  • Steward Financial Group first reported a position in GXO Logistics in Q2 2022 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.