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Steward Financial Group’s Xerox XRX Stock Holding History

Steward Financial 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
2023
Q3 		$2K Buy
+140
New +$2.21K ﹤0.01% 1068
2023
Q2 		– Sell
-130
Closed -$2K – 1022
2023
Q1 		$2K Buy
130
+86
+195% +$1.39K ﹤0.01% 550
2022
Q4 		$0 Buy
+44
New +$663 ﹤0.01% 840
2022
Q3 		– Sell
-48
Closed – – 1361
2022
Q2 		$0 Buy
+48
New +$851 ﹤0.01% 1427

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Steward Financial Group opened a new position in Xerox (XRX) in Q3 2023: 140 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in XRX as recently as Q1 2023.

Steward Financial Group first reported a position in XRX in Q2 2022 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold XRX as of Q3 2023.

  • Steward Financial Group held 140 shares of Xerox worth $2K as of Q3 2023.
  • Xerox was a new Steward Financial Group position in Q3 2023.
  • Xerox made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1068 holding.
  • Steward Financial Group first reported a position in Xerox in Q2 2022 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Xerox as of Q3 2023.

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