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Wellington Shields Capital Management’s GXO Logistics GXO Stock Holding History

Wellington Shields Capital Management’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
-9,400
Closed -$409K – 323
2024
Q4 		$409K Sell
9,400
-4,200
-31% -$231K 0.07% 168
2024
Q3 		$708K Sell
13,600
-7,300
-35% -$370K 0.12% 133
2024
Q2 		$1.06M Hold
20,900
– – 0.19% 99
2024
Q1 		$1.12M Sell
20,900
-18,450
-47% -$997K 0.21% 98
2023
Q4 		$2.41M Sell
39,350
-125
-0.3% -$7K 0.3% 50
2023
Q3 		$2.32M Sell
39,475
-4,800
-11% -$300K 0.31% 44
2023
Q2 		$2.78M Hold
44,275
– – 0.34% 37
2023
Q1 		$2.23M Buy
44,275
+7,600
+21% +$378K 0.27% 49
2022
Q4 		$1.57M Sell
36,675
-9,405
-20% -$377K 0.19% 71
2022
Q3 		$1.62M Buy
46,080
+30,020
+187% +$1.33M 0.38% 64
2022
Q2 		$695K Buy
16,060
+300
+2% +$16.6K 0.09% 120
2022
Q1 		$1.12M Sell
15,760
-6,390
-29% -$510K 0.12% 108
2021
Q4 		$2.01M Buy
22,150
+2,234
+11% +$201K 0.26% 83
2021
Q3 		$1.56M Buy
+19,916
New +$1.56M 0.21% 90

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wellington Shields Capital Management's GXO Position: Q1 2025 in Review

Wellington Shields Capital Management sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 9,400 shares — an estimated $409K sold.

Wellington Shields Capital Management first reported a position in GXO in Q3 2021 and held it in 14 quarters. The position peaked at $2.78M in Q2 2023. 425 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • Wellington Shields Capital Management reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 9,400 GXO Logistics shares in Q1 2025, an estimated $409K.
  • Wellington Shields Capital Management first reported a position in GXO Logistics in Q3 2021 and held it in 14 quarters.
  • Wellington Shields Capital Management's GXO Logistics position peaked at $2.78M in Q2 2023.
  • 425 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Wellington Shields Capital Management's 13F filing for Q1 2025, filed 8 May 2025.