DI
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Disciplined Investments’s SPX Corp SPXC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$765 – 1343
2023
Q2 		$765 Hold
9
– – ﹤0.01% 1073
2023
Q1 		$635 Sell
9
-2
-18% -$142 ﹤0.01% 1164
2022
Q4 		$722 Hold
11
– – ﹤0.01% 1032
2022
Q3 		$1K Buy
11
+1
+10% +$57 ﹤0.01% 1083
2022
Q2 		$1K Buy
10
+3
+43% +$145 ﹤0.01% 1110
2022
Q1 		$0 Buy
+7
New +$362 ﹤0.01% 1607

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return