Hancock Whitney’s SPX Corp SPXC Stock Holding History

Hancock Whitney’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	-6,429	Closed	-$384K	–	720
2021 Q4	$384K	Sell	6,429 -36	-0.6%	-$2.18K	0.01%	536
2021 Q3	$345K	Sell	6,465 -11,621	-64%	-$713K	0.01%	546
2021 Q2	$1.1M	Sell	18,086 -3,183	-15%	-$194K	0.04%	387
2021 Q1	$1.24M	Sell	21,269 -26	-0.1%	-$1.48K	0.04%	367
2020 Q4	$1.16M	Buy	21,295 +5,988	+39%	+$301K	0.04%	359
2020 Q3	$710K	Hold	15,307	–	–	0.03%	440
2020 Q2	$630K	Sell	15,307 -3,900	-20%	-$147K	0.02%	463
2020 Q1	$626K	Sell	19,207 -6,257	-25%	-$282K	0.02%	465
2019 Q4	$1.29M	Sell	25,464 -99	-0.4%	-$4.53K	0.04%	391
2019 Q3	$1.02M	Sell	25,563 -1,344	-5%	-$49.6K	0.03%	441
2019 Q2	$888K	Buy	+26,907	New	+$898K	0.03%	488
2018 Q4	–	Sell	-105,523	Closed	-$3.52M	–	862
2018 Q3	$3.52M	Buy	+105,523	New	+$3.72M	0.1%	245
2015 Q3	–	Sell	-220,113	Closed	-$4.71M	–	597
2015 Q2	$4.71M	Hold	220,113	–	–	0.18%	176
2015 Q1	$4.71M	Sell	220,113 -356,000	-62%	-$7.65M	0.18%	176
2014 Q4	$12.5M	Buy	+576,113	New	+$12.9M	0.47%	63

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