Ergoteles’s SPX Corp SPXC Stock Holding History

Ergoteles’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 Q2	–	Sell	-29,971	Closed	-$2.12M	–	1495
2023 Q1	$2.12M	Buy	29,971 +21,882	+271%	+$1.55M	0.08%	259
2022 Q4	$531K	Sell	8,089 -4,335	-35%	-$284K	0.02%	679
2022 Q3	$686K	Buy	+12,424	New	+$711K	0.02%	644
2021 Q3	–	Sell	-3,900	Closed	-$238K	–	1637
2021 Q2	$238K	Buy	+3,900	New	+$237K	0.01%	1192

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 Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Ergoteles's SPXC Position: Q2 2023 in Review

Ergoteles sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 29,971 shares — an estimated $2.12M sold.

Ergoteles first reported a position in SPXC in Q2 2021 and held it in 4 quarters. The position peaked at $2.12M in Q1 2023. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

Ergoteles reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 29,971 SPX Corp shares in Q2 2023, an estimated $2.12M.
Ergoteles first reported a position in SPX Corp in Q2 2021 and held it in 4 quarters.
Ergoteles's SPX Corp position peaked at $2.12M in Q1 2023.
293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.