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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 $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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Disciplined Investments's SPXC Position: Q3 2023 in Review

Disciplined Investments sold out of SPX Corp (SPXC) in Q3 2023, closing a stake of 9 shares — an estimated $765 sold.

Disciplined Investments first reported a position in SPXC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

  • Disciplined Investments reported no remaining SPX Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 SPX Corp shares in Q3 2023, an estimated $765.
  • Disciplined Investments first reported a position in SPX Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's SPX Corp position peaked at $1K in Q3 2022.
  • 286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.