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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 $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Burney Company's SPXC Position: Q1 2022 in Review

Burney Company sold out of SPX Corp (SPXC) in Q1 2022, closing a stake of 3,549 shares — an estimated $212K sold.

Burney Company first reported a position in SPXC in Q2 2020 and held it in 6 quarters. The position peaked at $1.2M in Q1 2021. 232 funds tracked by Wall St. Rank hold SPXC as of Q1 2022.

  • Burney Company reported no remaining SPX Corp position as of Q1 2022 after selling out during the quarter.
  • Burney Company sold 3,549 SPX Corp shares in Q1 2022, an estimated $212K.
  • Burney Company first reported a position in SPX Corp in Q2 2020 and held it in 6 quarters.
  • Burney Company's SPX Corp position peaked at $1.2M in Q1 2021.
  • 232 funds tracked by Wall St. Rank held SPX Corp as of Q1 2022.

Based on Burney Company's 13F filing for Q1 2022, filed 9 May 2022.