ZIM
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Zacks Investment Management’s Xerox XRX Stock Holding History

Zacks Investment Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,297
Closed -$184K – 726
2024
Q1 		$184K Buy
10,297
+259
+3% +$4.55K ﹤0.01% 605
2023
Q4 		$184K Buy
+10,038
New +$148K ﹤0.01% 601
2020
Q2 		– Sell
-28,213
Closed -$534K – 594
2020
Q1 		$534K Buy
+28,213
New +$896K 0.01% 380
2017
Q4 		– Sell
-800,935
Closed -$26.7M – 656
2017
Q3 		$26.7M Buy
800,935
+6,209
+0.8% +$195K 0.62% 52
2017
Q2 		$22.8M Buy
794,726
+15,612
+2% +$441K 0.57% 54
2017
Q1 		$22.9M Buy
+779,114
New +$22.5M 0.58% 50
2013
Q3 		– Sell
-346,035
Closed -$8.27M – 685
2013
Q2 		$8.27M Buy
+346,035
New +$8.08M 0.38% 106

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zacks Investment Management's XRX Position: Q2 2024 in Review

Zacks Investment Management sold out of Xerox (XRX) in Q2 2024, closing a stake of 10,297 shares — an estimated $184K sold.

Zacks Investment Management first reported a position in XRX in Q2 2013 and held it in 7 quarters. The position peaked at $26.7M in Q3 2017. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

  • Zacks Investment Management reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 10,297 Xerox shares in Q2 2024, an estimated $184K.
  • Zacks Investment Management first reported a position in Xerox in Q2 2013 and held it in 7 quarters.
  • Zacks Investment Management's Xerox position peaked at $26.7M in Q3 2017.
  • 308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.