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Sageworth Trust’s SPX Corp SPXC Stock Holding History

Sageworth Trust’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
-55
Closed -$3.88K – 397
2023
Q1 		$3.88K Hold
55
– – ﹤0.01% 402
2022
Q4 		$4K Hold
55
– – ﹤0.01% 286
2022
Q3 		$3K Hold
55
– – ﹤0.01% 295
2022
Q2 		$3K Hold
55
– – ﹤0.01% 331
2022
Q1 		$3K Hold
55
– – ﹤0.01% 299
2021
Q4 		$3K Sell
55
-185
-77% -$11.2K ﹤0.01% 541
2021
Q3 		$13K Hold
240
– – ﹤0.01% 486
2021
Q2 		$15K Buy
+240
New +$14.6K ﹤0.01% 482

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return