Estabrook Capital Management’s SPX Corp SPXC Stock Holding History

Estabrook Capital 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
2022 Q1	–	Sell	-1,300	Closed	-$77.6K	–	435
2021 Q4	$77.6K	Hold	1,300	–	–	0.01%	199
2021 Q3	$69.5K	Hold	1,300	–	–	0.01%	174
2021 Q2	$79.4K	Hold	1,300	–	–	0.01%	178
2021 Q1	$75.8K	Hold	1,300	–	–	0.01%	180
2020 Q4	$70.9K	Hold	1,300	–	–	0.01%	181
2020 Q3	$60.3K	Hold	1,300	–	–	0.01%	181
2020 Q2	$53.5K	Hold	1,300	–	–	0.01%	188
2020 Q1	$42.4K	Hold	1,300	–	–	0.01%	193
2019 Q4	$66.1K	Hold	1,300	–	–	0.01%	191
2019 Q3	$52K	Hold	1,300	–	–	0.01%	200
2019 Q2	$42.9K	Hold	1,300	–	–	0.01%	212
2019 Q1	$45.2K	Hold	1,300	–	–	0.01%	209
2018 Q4	$36.4K	Hold	1,300	–	–	0.01%	218
2018 Q3	$43.3K	Hold	1,300	–	–	0.01%	225
2018 Q2	$45.6K	Hold	1,300	–	–	0.01%	230
2018 Q1	$42.2K	Hold	1,300	–	–	0.01%	233
2017 Q4	$40.8K	Hold	1,300	–	–	0.01%	242
2017 Q3	$38.1K	Hold	1,300	–	–	0.01%	255
2017 Q2	$32.7K	Hold	1,300	–	–	0.01%	266
2017 Q1	$31.5K	Hold	1,300	–	–	﹤0.01%	271
2016 Q4	$30.8K	Hold	1,300	–	–	﹤0.01%	277
2016 Q3	$26.2K	Hold	1,300	–	–	﹤0.01%	290
2016 Q2	$19.3K	Hold	1,300	–	–	﹤0.01%	321
2016 Q1	$19.5K	Hold	1,300	–	–	﹤0.01%	315
2015 Q4	$12.1K	Hold	1,300	–	–	﹤0.01%	343
2015 Q3	$15.5K	Sell	1,300 -3,862	-75%	-$59.3K	﹤0.01%	332
2015 Q2	$94.1K	Hold	5,162	–	–	0.01%	199
2015 Q1	$110K	Hold	5,162	–	–	0.01%	194
2014 Q4	$112K	Hold	5,162	–	–	0.01%	192
2014 Q3	$122K	Hold	5,162	–	–	0.01%	192
2014 Q2	$141K	Sell	5,162 -199	-4%	-$5.17K	0.01%	191
2014 Q1	$133K	Hold	5,361	–	–	0.01%	195
2013 Q4	$134K	Hold	5,361	–	–	0.01%	198
2013 Q3	$114K	Hold	5,361	–	–	0.01%	212
2013 Q2	$97.2K	Buy	+5,361	New	+$102K	0.01%	218

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return