Ownership history in Covestor Ltd Β· 15 quarters on record
This page tracks every 13F SEC filing in which Covestor Ltd reported a position in XEROX HOLDINGS CORP (XRX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Covestor Ltd underperformed the S&P 500 by β46.4% annually on this XRX position. Timing score: 36% (5/14 decisions correct). Average cost basis: $10.56. Maximum drawdown during holding period: β78.7%.
β Significantly underperformed the S&P 500 by 46.4% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 14 add/trim decisions correct
Best entry: $5.18 (2025 Q2) Β· Worst: $17.45 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 5 trims. Bought during 7 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size