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Thomas J. Herzfeld Advisors’s GXO Logistics GXO Stock Holding History

Thomas J. Herzfeld Advisors’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
Q1 		– Sell
-476
Closed -$20.3K – 331
2022
Q4 		$20.3K Hold
476
– – 0.01% 129
2022
Q3 		$17K Sell
476
-127
-21% -$5.61K 0.01% 126
2022
Q2 		$26K Sell
603
-266
-31% -$14.7K 0.01% 129
2022
Q1 		$62K Buy
869
+338
+64% +$27K 0.02% 115
2021
Q4 		$48K Buy
+531
New +$47.7K 0.02% 142

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
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 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 $3.38T AUM 44.17% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thomas J. Herzfeld Advisors's GXO Position: Q1 2023 in Review

Thomas J. Herzfeld Advisors sold out of GXO Logistics (GXO) in Q1 2023, closing a stake of 476 shares — an estimated $20.3K sold.

Thomas J. Herzfeld Advisors first reported a position in GXO in Q4 2021 and held it in 5 quarters. The position peaked at $62K in Q1 2022. 448 funds tracked by Wall St. Rank hold GXO as of Q1 2023.

  • Thomas J. Herzfeld Advisors reported no remaining GXO Logistics position as of Q1 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 476 GXO Logistics shares in Q1 2023, an estimated $20.3K.
  • Thomas J. Herzfeld Advisors first reported a position in GXO Logistics in Q4 2021 and held it in 5 quarters.
  • Thomas J. Herzfeld Advisors's GXO Logistics position peaked at $62K in Q1 2022.
  • 448 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2023, filed 15 May 2023.