Sugarloaf Wealth Management’s Xerox XRX Stock Holding History

Sugarloaf Wealth Management’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
2024 Q1	–	Sell	-350	Closed	-$6.42K	–	716
2023 Q4	$6.42K	Hold	350	–	–	﹤0.01%	527
2023 Q3	$5.49K	Hold	350	–	–	﹤0.01%	530
2023 Q2	$5.21K	Hold	350	–	–	﹤0.01%	547
2023 Q1	$5.39K	Hold	350	–	–	﹤0.01%	539
2022 Q4	$5.11K	Sell	350 -59	-14%	-$890	﹤0.01%	579
2022 Q3	$6K	Buy	409 +59	+17%	+$955	﹤0.01%	601
2022 Q2	$5K	Hold	350	–	–	﹤0.01%	617
2022 Q1	$7K	Hold	350	–	–	﹤0.01%	537
2021 Q4	$8K	Hold	350	–	–	﹤0.01%	544
2021 Q3	$7K	Hold	350	–	–	﹤0.01%	573
2021 Q2	$8K	Hold	350	–	–	﹤0.01%	544
2021 Q1	$8K	Sell	350 -25	-7%	-$598	﹤0.01%	535
2020 Q4	$9K	Buy	375 +25	+7%	+$529	﹤0.01%	493
2020 Q3	$7K	Hold	350	–	–	﹤0.01%	493
2020 Q2	$5K	Hold	350	–	–	﹤0.01%	533
2020 Q1	$7K	Hold	350	–	–	﹤0.01%	483
2019 Q4	$13K	Buy	+350	New	+$12.2K	0.01%	442

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sugarloaf Wealth Management's XRX Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Xerox (XRX) in Q1 2024, closing a stake of 350 shares — an estimated $6.42K sold.

Sugarloaf Wealth Management first reported a position in XRX in Q4 2019 and held it in 17 quarters. The position peaked at $13K in Q4 2019. 336 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 350 Xerox shares in Q1 2024, an estimated $6.42K.
Sugarloaf Wealth Management first reported a position in Xerox in Q4 2019 and held it in 17 quarters.
Sugarloaf Wealth Management's Xerox position peaked at $13K in Q4 2019.
336 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.