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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 $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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Congress Asset Management's SPXC Position: Q3 2021 in Review

Congress Asset Management sold out of SPX Corp (SPXC) in Q3 2021, closing a stake of 84,297 shares — an estimated $5.15M sold.

Congress Asset Management first reported a position in SPXC in Q3 2017 and held it in 16 quarters. The position peaked at $5.88M in Q1 2019. 222 funds tracked by Wall St. Rank hold SPXC as of Q3 2021.

  • Congress Asset Management reported no remaining SPX Corp position as of Q3 2021 after selling out during the quarter.
  • Congress Asset Management sold 84,297 SPX Corp shares in Q3 2021, an estimated $5.15M.
  • Congress Asset Management first reported a position in SPX Corp in Q3 2017 and held it in 16 quarters.
  • Congress Asset Management's SPX Corp position peaked at $5.88M in Q1 2019.
  • 222 funds tracked by Wall St. Rank held SPX Corp as of Q3 2021.

Based on Congress Asset Management's 13F filing for Q3 2021, filed 8 Nov 2021.