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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 $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sageworth Trust's SPXC Position: Q2 2023 in Review

Sageworth Trust sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 55 shares — an estimated $3.88K sold.

Sageworth Trust first reported a position in SPXC in Q2 2021 and held it in 8 quarters. The position peaked at $15K in Q2 2021. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

  • Sageworth Trust reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 55 SPX Corp shares in Q2 2023, an estimated $3.88K.
  • Sageworth Trust first reported a position in SPX Corp in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's SPX Corp position peaked at $15K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.