SW
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SVB Wealth’s GXO Logistics GXO Stock Holding History

SVB Wealth’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
Q2 		– Sell
-305
Closed -$11.9K – 989
2025
Q1 		$11.9K Buy
+305
New +$12.7K ﹤0.01% 849
2023
Q1 		– Sell
-5,937
Closed -$253K – 1043
2022
Q4 		$253K Buy
+5,937
New +$238K ﹤0.01% 812
2022
Q3 		– Sell
-12,064
Closed -$522K – 1002
2022
Q2 		$522K Buy
12,064
+1,061
+10% +$58.7K 0.01% 436
2022
Q1 		$785K Buy
11,003
+7,220
+191% +$577K 0.01% 364
2021
Q4 		$344K Sell
3,783
-7,641
-67% -$687K 0.01% 540
2021
Q3 		$897K Buy
+11,424
New +$896K 0.01% 421

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 $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return