TF
XRX icon

Tompkins Financial’s Xerox XRX Stock Holding History

Tompkins Financial’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
2024
Q4 		– Sell
-25
Closed -$260 – 604
2024
Q3 		$260 Buy
+25
New +$267 ﹤0.01% 569
2020
Q3 		– Sell
-50
Closed -$1K – 400
2020
Q2 		$1K Sell
50
-228
-82% -$3.93K ﹤0.01% 370
2020
Q1 		$5K Buy
278
+48
+21% +$1.52K ﹤0.01% 357
2019
Q4 		$8K Buy
230
+30
+15% +$1.05K ﹤0.01% 352
2019
Q3 		$6K Hold
200
– – ﹤0.01% 329
2019
Q2 		$7K Hold
200
– – ﹤0.01% 332
2019
Q1 		$6K Hold
200
– – ﹤0.01% 367
2018
Q4 		$4K Hold
200
– – ﹤0.01% 377
2018
Q3 		$5K Buy
+200
New +$5.29K ﹤0.01% 384
2017
Q2 		– Sell
-250
Closed -$7K – 381
2017
Q1 		$7K Sell
250
-130
-34% -$3.75K ﹤0.01% 325
2016
Q4 		$9K Hold
380
– – ﹤0.01% 325
2016
Q3 		$10K Sell
380
-170
-31% -$4.39K ﹤0.01% 319
2016
Q2 		$14K Hold
550
– – ﹤0.01% 361
2016
Q1 		$16K Sell
550
-97
-15% -$2.5K 0.01% 344
2015
Q4 		$18K Buy
647
+97
+18% +$2.61K 0.01% 376
2015
Q3 		$14K Sell
550
-118
-18% -$3.27K ﹤0.01% 403
2015
Q2 		$19K Buy
668
+118
+21% +$3.65K 0.01% 384
2015
Q1 		$19K Buy
550
+170
+45% +$6K ﹤0.01% 392
2014
Q4 		$14K Hold
380
– – ﹤0.01% 357
2014
Q3 		$13K Sell
380
-64
-14% -$2.23K ﹤0.01% 357
2014
Q2 		$15K Hold
444
– – ﹤0.01% 355
2014
Q1 		$13K Sell
444
-184
-29% -$5.39K ﹤0.01% 368
2013
Q4 		$20K Sell
628
-85
-12% -$2.45K 0.01% 353
2013
Q3 		$19K Buy
713
+85
+14% +$2.23K 0.01% 353
2013
Q2 		$15K Buy
+628
New +$14.7K ﹤0.01% 379

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tompkins Financial's XRX Position: Q4 2024 in Review

Tompkins Financial sold out of Xerox (XRX) in Q4 2024, closing a stake of 25 shares — an estimated $260 sold.

Tompkins Financial first reported a position in XRX in Q2 2013 and held it in 25 quarters. The position peaked at $20K in Q4 2013. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • Tompkins Financial reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 25 Xerox shares in Q4 2024, an estimated $260.
  • Tompkins Financial first reported a position in Xerox in Q2 2013 and held it in 25 quarters.
  • Tompkins Financial's Xerox position peaked at $20K in Q4 2013.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.