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Congress Asset Management’s SPX Corp SPXC Stock Holding History

Congress Asset Management’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
2021
Q3 		– Sell
-84,297
Closed -$5.15M – 369
2021
Q2 		$5.15M Buy
84,297
+12,860
+18% +$782K 0.04% 214
2021
Q1 		$4.16M Buy
71,437
+12,395
+21% +$706K 0.04% 219
2020
Q4 		$3.22M Buy
59,042
+40
+0.1% +$2.01K 0.03% 220
2020
Q3 		$2.74M Sell
59,002
-2,005
-3% -$84.5K 0.03% 213
2020
Q2 		$2.51M Buy
61,007
+1,575
+3% +$59.3K 0.03% 218
2020
Q1 		$1.94M Sell
59,432
-10,170
-15% -$458K 0.03% 216
2019
Q4 		$3.54M Sell
69,602
-54,840
-44% -$2.51M 0.04% 205
2019
Q3 		$4.98M Sell
124,442
-44,490
-26% -$1.64M 0.06% 171
2019
Q2 		$5.58M Hold
168,932
– – 0.07% 165
2019
Q1 		$5.88M Sell
168,932
-2,809
-2% -$91.3K 0.08% 150
2018
Q4 		$4.81M Buy
171,741
+6,820
+4% +$199K 0.07% 155
2018
Q3 		$5.49M Buy
164,921
+16,466
+11% +$580K 0.07% 177
2018
Q2 		$5.2M Sell
148,455
-4,970
-3% -$169K 0.07% 167
2018
Q1 		$4.98M Buy
153,425
+2,849
+2% +$90.2K 0.07% 174
2017
Q4 		$4.73M Sell
150,576
-2,645
-2% -$80.2K 0.07% 174
2017
Q3 		$4.5M Buy
+153,221
New +$4.03M 0.07% 180

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return