CX Institutional’s SPX Corp SPXC Stock Holding History

CX Institutional’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	-41	Closed	-$3K	–	979
2021 Q2	$3K	Hold	41	–	–	﹤0.01%	890
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	837
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	828
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	820
2020 Q2	$2K	Hold	41	–	–	﹤0.01%	764
2020 Q1	$1K	Buy	+41	New	+$1.85K	﹤0.01%	754
2019 Q3	–	Sell	-28	Closed	-$1K	–	934
2019 Q2	$1K	Buy	+28	New	+$935	﹤0.01%	902

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

CX Institutional's SPXC Position: Q3 2021 in Review

CX Institutional sold out of SPX Corp (SPXC) in Q3 2021, closing a stake of 41 shares — an estimated $3K sold.

CX Institutional first reported a position in SPXC in Q2 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 222 funds tracked by Wall St. Rank hold SPXC as of Q3 2021.

CX Institutional reported no remaining SPX Corp position as of Q3 2021 after selling out during the quarter.
CX Institutional sold 41 SPX Corp shares in Q3 2021, an estimated $3K.
CX Institutional first reported a position in SPX Corp in Q2 2019 and held it in 7 quarters.
CX Institutional's SPX Corp position peaked at $3K in Q2 2021.
222 funds tracked by Wall St. Rank held SPX Corp as of Q3 2021.

Based on CX Institutional's 13F filing for Q3 2021, filed 10 Nov 2021.