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Tortoise Investment Management’s Xerox XRX Stock Holding History

Tortoise Investment Management’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
2022
Q2 		– Sell
-493
Closed -$10K – 758
2022
Q1 		$10K Buy
+493
New +$10.4K ﹤0.01% 503
2015
Q1 		– Sell
-61
Closed -$2K – 483
2014
Q4 		$2K Buy
+61
New +$2.15K ﹤0.01% 436

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's XRX Position: Q2 2022 in Review

Tortoise Investment Management sold out of Xerox (XRX) in Q2 2022, closing a stake of 493 shares — an estimated $10K sold.

Tortoise Investment Management first reported a position in XRX in Q4 2014 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 310 funds tracked by Wall St. Rank hold XRX as of Q2 2022.

  • Tortoise Investment Management reported no remaining Xerox position as of Q2 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 493 Xerox shares in Q2 2022, an estimated $10K.
  • Tortoise Investment Management first reported a position in Xerox in Q4 2014 and held it in 2 quarters.
  • Tortoise Investment Management's Xerox position peaked at $10K in Q1 2022.
  • 310 funds tracked by Wall St. Rank held Xerox as of Q2 2022.

Based on Tortoise Investment Management's 13F filing for Q2 2022, filed 3 Aug 2022.