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Burney Company’s SPX Corp SPXC Stock Holding History

Burney Company’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,549
Closed -$212K – 598
2021
Q4 		$212K Buy
+3,549
New +$215K 0.01% 564
2021
Q3 		– Sell
-3,818
Closed -$233K – 600
2021
Q2 		$233K Sell
3,818
-16,752
-81% -$1.02M 0.01% 543
2021
Q1 		$1.2M Buy
20,570
+241
+1% +$13.7K 0.06% 292
2020
Q4 		$1.11M Sell
20,329
-806
-4% -$40.5K 0.06% 275
2020
Q3 		$980K Buy
21,135
+1,747
+9% +$73.6K 0.06% 282
2020
Q2 		$798K Buy
+19,388
New +$730K 0.05% 288

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return