Sageworth Trust Company of South Dakota’s SPX Corp SPXC Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-94	Closed	-$6.63K	–	182
2023 Q1	$6.63K	Hold	94	–	–	0.02%	129
2022 Q4	$6K	Hold	94	–	–	0.01%	150
2022 Q3	$5K	Sell	94 -31	-25%	-$1.77K	0.01%	147
2022 Q2	$7K	Sell	125 -54	-30%	-$2.61K	0.01%	193
2022 Q1	$9K	Hold	179	–	–	0.02%	215
2021 Q4	$11K	Buy	+179	New	+$10.8K	0.02%	360

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sageworth Trust Company of South Dakota's SPXC Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 94 shares — an estimated $6.63K sold.

Sageworth Trust Company of South Dakota first reported a position in SPXC in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 94 SPX Corp shares in Q2 2023, an estimated $6.63K.
Sageworth Trust Company of South Dakota first reported a position in SPX Corp in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's SPX Corp position peaked at $11K in Q4 2021.
293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.