Whittier Trust’s GXO Logistics GXO Stock Holding History

Whittier Trust’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
2026 Q1	$43.5K	Sell	821 -27	-3%	-$1.55K	﹤0.01%	864
2025 Q4	$47.8K	Hold	848	–	–	﹤0.01%	873
2025 Q3	$45.6K	Hold	848	–	–	﹤0.01%	870
2025 Q2	$41.3K	Sell	848 -50	-6%	-$1.99K	﹤0.01%	972
2025 Q1	$35.1K	Buy	898 +243	+37%	+$10.1K	﹤0.01%	1001
2024 Q4	$28.5K	Sell	655 -150	-19%	-$8.26K	﹤0.01%	1030
2024 Q3	$41.9K	Hold	805	–	–	﹤0.01%	954
2024 Q2	$40.6K	Buy	805 +20	+3%	+$1.01K	﹤0.01%	951
2024 Q1	$42.2K	Hold	785	–	–	﹤0.01%	969
2023 Q4	$48K	Sell	785 -329	-30%	-$18.4K	﹤0.01%	927
2023 Q3	$65.3K	Sell	1,114 -2	-0.2%	-$125	﹤0.01%	858
2023 Q2	$70.1K	Sell	1,116 -2,752	-71%	-$154K	﹤0.01%	865
2023 Q1	$195K	Buy	3,868 +636	+20%	+$31.6K	﹤0.01%	664
2022 Q4	$138K	Sell	3,232 -755	-19%	-$30.3K	﹤0.01%	729
2022 Q3	$140K	Buy	3,987 +117	+3%	+$5.17K	﹤0.01%	723
2022 Q2	$167K	Buy	3,870 +107	+3%	+$5.92K	﹤0.01%	686
2022 Q1	$269K	Buy	3,763 +2,065	+122%	+$165K	﹤0.01%	604
2021 Q4	$154K	Hold	1,698	–	–	﹤0.01%	728
2021 Q3	$133K	Buy	+1,698	New	+$133K	﹤0.01%	717

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return