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Schubert & Co’s SPX Corp SPXC Stock Holding History

Schubert & Co’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
-23
Closed -$1.62K – 1305
2023
Q1 		$1.62K Sell
23
-1
-4% -$71 ﹤0.01% 995
2022
Q4 		$1.58K Buy
24
+3
+14% +$196 ﹤0.01% 990
2022
Q3 		$1K Buy
21
+7
+50% +$401 ﹤0.01% 1250
2022
Q2 		$1K Buy
14
+7
+100% +$338 ﹤0.01% 1296
2022
Q1 		$0 Buy
7
+2
+40% +$104 ﹤0.01% 1323
2021
Q4 		$0 Buy
+5
New +$303 ﹤0.01% 1271

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 $3.37T AUM 44.26% 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

Schubert & Co's SPXC Position: Q2 2023 in Review

Schubert & Co sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 23 shares — an estimated $1.62K sold.

Schubert & Co first reported a position in SPXC in Q4 2021 and held it in 6 quarters. The position peaked at $1.62K in Q1 2023. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

  • Schubert & Co reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 23 SPX Corp shares in Q2 2023, an estimated $1.62K.
  • Schubert & Co first reported a position in SPX Corp in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's SPX Corp position peaked at $1.62K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.