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Summit Securities Group’s GXO Logistics GXO Stock Holding History

Summit Securities 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
2025
Q1 		– Sell
-1,000
Closed -$43.5K – 916
2024
Q4 		$43.5K Buy
1,000
+897
+871% +$49.4K 0.01% 299
2024
Q3 		$5K Buy
+103
New +$5.22K ﹤0.01% 424

Other funds holding GXO

Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Summit Securities Group's GXO Position: Q1 2025 in Review

Summit Securities Group sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 1,000 shares — an estimated $43.5K sold.

Summit Securities Group first reported a position in GXO in Q3 2024 and held it in 2 quarters. The position peaked at $43.5K in Q4 2024. 427 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • Summit Securities Group reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,000 GXO Logistics shares in Q1 2025, an estimated $43.5K.
  • Summit Securities Group first reported a position in GXO Logistics in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's GXO Logistics position peaked at $43.5K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.