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Wellington Shields & Co’s GXO Logistics GXO Stock Holding History

Wellington Shields & Co’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
-635
Closed -$27.6K – 311
2024
Q4 		$27.6K Hold
635
– – 0.01% 282
2024
Q3 		$33.1K Sell
635
-2,835
-82% -$144K 0.01% 297
2024
Q2 		$175K Sell
3,470
-1,000
-22% -$50.5K 0.06% 222
2024
Q1 		$240K Hold
4,470
– – 0.08% 193
2023
Q4 		$273K Sell
4,470
-400
-8% -$22.4K 0.1% 175
2023
Q3 		$286K Sell
4,870
-200
-4% -$12.5K 0.07% 162
2023
Q2 		$318K Sell
5,070
-2,670
-34% -$150K 0.07% 157
2023
Q1 		$391K Buy
7,740
+6,300
+438% +$313K 0.09% 135
2022
Q4 		$61.5K Sell
1,440
-340
-19% -$13.6K 0.01% 261
2022
Q3 		$62K Hold
1,780
– – 0.03% 243
2022
Q2 		$77K Buy
+1,780
New +$98.5K 0.02% 241

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 $5.7T 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 $6.52B AUM 28.85% 1-Year Est. Return