JIM
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Jupiter Investment Management’s SPX Corp SPXC Stock Holding History

Jupiter Investment 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
2017
Q2 		– Sell
-1,155
Closed -$28K – 475
2017
Q1 		$28K Buy
+1,155
New +$28.6K ﹤0.01% 372
2016
Q3 		– Sell
-24,452
Closed -$363K – 449
2016
Q2 		$363K Buy
+24,452
New +$388K 0.01% 353
2014
Q4 		– Sell
-70,684
Closed -$1.67M – 403
2014
Q3 		$1.67M Buy
+70,684
New +$1.84M 0.08% 188
2014
Q2 		– Sell
-22,635
Closed -$560K – 401
2014
Q1 		$560K Buy
+22,635
New +$580K 0.04% 271

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return