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United Capital Financial Advisors’s Xerox XRX Stock Holding History

United Capital Financial Advisors’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
-20,540
Closed -$213K – 1113
2024
Q3 		$213K Buy
20,540
+9,252
+82% +$99K ﹤0.01% 990
2024
Q2 		$131K Sell
11,288
-51,942
-82% -$754K ﹤0.01% 996
2024
Q1 		$1.13M Sell
63,230
-3,244
-5% -$57K 0.01% 535
2023
Q4 		$1.22M Sell
66,474
-157,617
-70% -$2.33M 0.01% 511
2023
Q3 		$3.52M Buy
224,091
+2,724
+1% +$43K 0.02% 348
2023
Q2 		$3.3M Sell
221,367
-4,279
-2% -$62.6K 0.02% 370
2023
Q1 		$3.47M Buy
225,646
+22,341
+11% +$361K 0.02% 365
2022
Q4 		$2.97M Buy
203,305
+43,719
+27% +$659K 0.02% 408
2022
Q3 		$2.09M Buy
159,586
+43,052
+37% +$697K 0.01% 467
2022
Q2 		$1.73M Buy
116,534
+28,245
+32% +$501K 0.01% 517
2022
Q1 		$1.78M Buy
88,289
+21,261
+32% +$447K 0.01% 544
2021
Q4 		$1.52M Buy
67,028
+33,191
+98% +$674K 0.01% 593
2021
Q3 		$682K Buy
33,837
+13,000
+62% +$295K ﹤0.01% 780
2021
Q2 		$489K Buy
20,837
+11,344
+119% +$274K ﹤0.01% 862
2021
Q1 		$230K Buy
+9,493
New +$227K ﹤0.01% 1072
2020
Q1 		– Sell
-27,351
Closed -$1.01M – 1390
2019
Q4 		$1.01M Buy
27,351
+2,955
+12% +$103K 0.01% 776
2019
Q3 		$730K Sell
24,396
-5,451
-18% -$171K 0.01% 839
2019
Q2 		$1.06M Sell
29,847
-8,939
-23% -$299K 0.01% 792
2019
Q1 		$1.24M Buy
+38,786
New +$1.09M 0.01% 718
2018
Q4 		– Sell
-8,636
Closed -$233K – 1375
2018
Q3 		$233K Buy
8,636
+40
+0.5% +$1.06K ﹤0.01% 1201
2018
Q2 		$206K Sell
8,596
-1,030
-11% -$29.1K ﹤0.01% 1220
2018
Q1 		$277K Sell
9,626
-5,132
-35% -$158K ﹤0.01% 1120
2017
Q4 		$430K Sell
14,758
-947
-6% -$28.8K ﹤0.01% 1006
2017
Q3 		$523K Buy
15,705
+280
+2% +$8.81K ﹤0.01% 945
2017
Q2 		$443K Sell
15,425
-331
-2% -$9.35K ﹤0.01% 958
2017
Q1 		$463K Sell
15,756
-2,880
-15% -$83.1K ﹤0.01% 930
2016
Q4 		$429K Buy
18,636
+4,100
+28% +$102K ﹤0.01% 964
2016
Q3 		$388K Buy
14,536
+1,156
+9% +$29.9K ﹤0.01% 1017
2016
Q2 		$317K Sell
13,380
-6,817
-34% -$179K ﹤0.01% 1020
2016
Q1 		$594K Buy
20,197
+1,834
+10% +$47.3K 0.01% 828
2015
Q4 		$514K Buy
18,363
+8,450
+85% +$227K 0.01% 878
2015
Q3 		$254K Buy
9,913
+664
+7% +$18.4K ﹤0.01% 1096
2015
Q2 		$259K Buy
9,249
+994
+12% +$30.7K ﹤0.01% 1118
2015
Q1 		$250K Sell
8,255
-7,245
-47% -$256K ﹤0.01% 1121
2014
Q4 		$566K Buy
15,500
+2,775
+22% +$97.9K 0.01% 786
2014
Q3 		$444K Sell
12,725
-1,386
-10% -$48.4K 0.01% 819
2014
Q2 		$463K Buy
14,111
+592
+4% +$18.8K 0.01% 697
2014
Q1 		$403K Buy
13,519
+537
+4% +$15.7K 0.01% 689
2013
Q4 		$416K Buy
+12,982
New +$374K 0.01% 460

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors's XRX Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Xerox (XRX) in Q4 2024, closing a stake of 20,540 shares — an estimated $213K sold.

United Capital Financial Advisors first reported a position in XRX in Q4 2013 and held it in 39 quarters. The position peaked at $3.52M in Q3 2023. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,540 Xerox shares in Q4 2024, an estimated $213K.
  • United Capital Financial Advisors first reported a position in Xerox in Q4 2013 and held it in 39 quarters.
  • United Capital Financial Advisors's Xerox position peaked at $3.52M in Q3 2023.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.