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	$8	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 $5.7T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return