Values First Advisors’s GXO Logistics GXO Stock Holding History

Values First 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
2025 Q1	–	Sell	-2,496	Closed	-$109K	–	203
2024 Q4	$109K	Buy	2,496 +38	+2%	+$2.09K	0.06%	190
2024 Q3	$128K	Buy	+2,458	New	+$125K	0.07%	171
2023 Q3	–	Sell	-3,257	Closed	-$205K	–	173
2023 Q2	$205K	Sell	3,257 -55	-2%	-$3.08K	0.12%	145
2023 Q1	$167K	Sell	3,312 -1,409	-30%	-$70.1K	0.11%	148
2022 Q4	$202K	Buy	+4,721	New	+$189K	0.14%	131
2022 Q1	–	Sell	-2,421	Closed	-$220K	–	167
2021 Q4	$220K	Buy	+2,421	New	+$218K	0.13%	151

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Values First Advisors's GXO Position: Q1 2025 in Review

Values First Advisors sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 2,496 shares — an estimated $109K sold.

Values First Advisors first reported a position in GXO in Q4 2021 and held it in 6 quarters. The position peaked at $220K in Q4 2021. 426 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

Values First Advisors reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 2,496 GXO Logistics shares in Q1 2025, an estimated $109K.
Values First Advisors first reported a position in GXO Logistics in Q4 2021 and held it in 6 quarters.
Values First Advisors's GXO Logistics position peaked at $220K in Q4 2021.
426 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.