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Jade Capital Advisors’s SPX Corp SPXC Stock Holding History

Jade Capital Advisors’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
2024
Q3 		$1.59M Buy
+10,000
New +$1.51M 1% 33
2020
Q3 		– Sell
-24,600
Closed -$1.01M – 77
2020
Q2 		$1.01M Buy
+24,600
New +$927K 0.99% 33

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jade Capital Advisors's SPXC Position: Q3 2024 in Review

Jade Capital Advisors opened a new position in SPX Corp (SPXC) in Q3 2024: 10,000 shares worth $1.59M. The stake represents 1% of the portfolio and ranks #33 among its holdings. This is a return to the name: Jade Capital Advisors previously reported a position in SPXC as recently as Q2 2020.

Jade Capital Advisors first reported a position in SPXC in Q2 2020 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold SPXC as of Q3 2024.

  • Jade Capital Advisors held 10,000 shares of SPX Corp worth $1.59M as of Q3 2024.
  • SPX Corp was a new Jade Capital Advisors position in Q3 2024.
  • SPX Corp made up 1% of Jade Capital Advisors's portfolio in Q3 2024, its #33 holding.
  • Jade Capital Advisors first reported a position in SPX Corp in Q2 2020 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held SPX Corp as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.