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Syverson Strege & Co’s Xerox XRX Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-45
Closed -$693 – 641
2023
Q1 		$693 Hold
45
– – ﹤0.01% 620
2022
Q4 		$657 Hold
45
– – ﹤0.01% 286
2022
Q3 		$1K Hold
45
– – ﹤0.01% 280
2022
Q2 		$1K Hold
45
– – ﹤0.01% 324
2022
Q1 		$1K Hold
45
– – ﹤0.01% 296
2021
Q4 		$1K Hold
45
– – ﹤0.01% 298
2021
Q3 		$1K Buy
+45
New +$1.02K ﹤0.01% 445

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Syverson Strege & Co's XRX Position: Q2 2023 in Review

Syverson Strege & Co sold out of Xerox (XRX) in Q2 2023, closing a stake of 45 shares — an estimated $693 sold.

Syverson Strege & Co first reported a position in XRX in Q3 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 303 funds tracked by Wall St. Rank hold XRX as of Q2 2023.

  • Syverson Strege & Co reported no remaining Xerox position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 45 Xerox shares in Q2 2023, an estimated $693.
  • Syverson Strege & Co first reported a position in Xerox in Q3 2021 and held it in 7 quarters.
  • Syverson Strege & Co's Xerox position peaked at $1K in Q3 2022.
  • 303 funds tracked by Wall St. Rank held Xerox as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.