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Telemus Capital’s GXO Logistics GXO Stock Holding History

Telemus Capital’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
2023
Q4 		$2.7M Sell
44,085
-1,402
-3% -$78.6K 0.22% 92
2023
Q3 		$2.67M Sell
45,487
-207
-0.5% -$12.9K 0.25% 89
2023
Q2 		$2.87M Sell
45,694
-11,174
-20% -$627K 0.24% 87
2023
Q1 		$2.87M Buy
56,868
+29,281
+106% +$1.46M 0.25% 90
2022
Q4 		$1.28M Sell
27,587
-71
-0.3% -$2.85K 0.12% 153
2022
Q3 		$970K Buy
27,658
+5,803
+27% +$256K 0.1% 159
2022
Q2 		$946K Buy
21,855
+4,737
+28% +$262K 0.09% 174
2022
Q1 		$1.22M Buy
+17,118
New +$1.37M 0.11% 161

Other funds holding GXO

OAG
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Telemus Capital's GXO Position: Q4 2023 in Review

Telemus Capital reduced its GXO Logistics (GXO) stake by 3.1% in Q4 2023, selling an estimated $78.6K and leaving 44,085 shares worth $2.7M. The position accounts for 0.22% of the portfolio, ranked #92.

Telemus Capital first reported a position in GXO in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.87M in Q2 2023. 493 funds tracked by Wall St. Rank hold GXO as of Q4 2023.

  • Telemus Capital held 44,085 shares of GXO Logistics worth $2.7M as of Q4 2023.
  • Telemus Capital sold 1,402 GXO Logistics shares in Q4 2023, an estimated $78.6K.
  • GXO Logistics made up 0.22% of Telemus Capital's portfolio in Q4 2023, its #92 holding.
  • Telemus Capital first reported a position in GXO Logistics in Q1 2022 and has held it in 8 quarters since.
  • Telemus Capital's GXO Logistics position peaked at $2.87M in Q2 2023.
  • 493 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.