Gemmer Asset Management’s SPX Corp SPXC Stock Holding History

Gemmer Asset 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 Q2	–	Sell	-31	Closed	-$1K	–	997
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	1204
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	1195
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	1210
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	1428
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	1394
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	1344
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	1307
2020 Q2	$1K	Hold	31	–	–	﹤0.01%	1281
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	1208
2019 Q4	$2K	Hold	31	–	–	﹤0.01%	1253
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	1346
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	1332
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	1361
2018 Q4	$1K	Buy	+31	New	+$906	﹤0.01%	1318
2015 Q4	–	Sell	-249	Closed	-$3K	–	1295
2015 Q3	$3K	Buy	249 +23	+10%	+$353	﹤0.01%	1005
2015 Q2	$4K	Sell	226 -278	-55%	-$5.42K	﹤0.01%	943
2015 Q1	$11K	Hold	504	–	–	0.01%	563
2014 Q4	$11K	Sell	504 -4	-0.8%	-$89	0.01%	548
2014 Q3	$12K	Hold	508	–	–	0.01%	495
2014 Q2	$14K	Hold	508	–	–	0.01%	445
2014 Q1	$13K	Buy	+508	New	+$13K	0.01%	462

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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