Williams Jones Wealth Management’s GXO Logistics GXO Stock Holding History

Williams Jones Wealth 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
2024 Q1	–	Sell	-10,932	Closed	-$669K	–	562
2023 Q4	$669K	Sell	10,932 -2,350	-18%	-$132K	0.01%	298
2023 Q3	$779K	Buy	13,282 +1,900	+17%	+$119K	0.01%	272
2023 Q2	$715K	Sell	11,382 -7,000	-38%	-$393K	0.01%	296
2023 Q1	$928K	Sell	18,382 -3,909	-18%	-$194K	0.01%	286
2022 Q4	$952K	Sell	22,291 -21,256	-49%	-$852K	0.02%	272
2022 Q3	$1.53M	Sell	43,547 -5,308	-11%	-$234K	0.03%	227
2022 Q2	$2.11M	Sell	48,855 -17,000	-26%	-$941K	0.03%	202
2022 Q1	$4.7M	Sell	65,855 -7,065	-10%	-$564K	0.07%	145
2021 Q4	$6.62M	Buy	72,920 +5,207	+8%	+$468K	0.08%	131
2021 Q3	$5.31M	Buy	+67,713	New	+$5.31M	0.07%	138

Other funds holding GXO

OAG

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Williams Jones Wealth Management's GXO Position: Q1 2024 in Review

Williams Jones Wealth Management sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 10,932 shares — an estimated $669K sold.

Williams Jones Wealth Management first reported a position in GXO in Q3 2021 and held it in 10 quarters. The position peaked at $6.62M in Q4 2021. 481 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

Williams Jones Wealth Management reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 10,932 GXO Logistics shares in Q1 2024, an estimated $669K.
Williams Jones Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 10 quarters.
Williams Jones Wealth Management's GXO Logistics position peaked at $6.62M in Q4 2021.
481 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Williams Jones Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.