TwinBeech Capital’s Xerox XRX Stock Holding History

TwinBeech Capital’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
2025 Q2	–	Sell	-158,561	Closed	-$766K	–	1020
2025 Q1	$766K	Buy	+158,561	New	+$1.19M	0.01%	522
2024 Q3	–	Sell	-61,085	Closed	-$710K	–	935
2024 Q2	$710K	Sell	61,085 -51,381	-46%	-$746K	0.01%	428
2024 Q1	$2.01M	Buy	+112,466	New	+$1.98M	0.04%	340
2023 Q1	–	Sell	-55,283	Closed	-$807K	–	930
2022 Q4	$807K	Buy	+55,283	New	+$834K	0.02%	537
2022 Q3	–	Sell	-118,515	Closed	-$1.76M	–	840
2022 Q2	$1.76M	Buy	+118,515	New	+$2.1M	0.08%	237
2021 Q4	–	Sell	-75,190	Closed	-$1.52M	–	853
2021 Q3	$1.52M	Buy	+75,190	New	+$1.71M	0.11%	256
2021 Q2	–	Sell	-44,003	Closed	-$1.07M	–	681
2021 Q1	$1.07M	Buy	+44,003	New	+$1.05M	0.16%	183

Other funds holding XRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return