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Steward Financial Group’s SPX Corp SPXC Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+107
New +$8.62K ﹤0.01% 1256
2023
Q2 		– Sell
-41
Closed -$2K – 933
2023
Q1 		$2K Buy
+41
New +$2.91K ﹤0.01% 536
2022
Q3 		– Sell
-20
Closed -$1K – 1147
2022
Q2 		$1K Buy
+20
New +$966 ﹤0.01% 864

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Steward Financial Group's SPXC Position: Q3 2023 in Review

Steward Financial Group opened a new position in SPX Corp (SPXC) in Q3 2023: 107 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SPXC as recently as Q1 2023.

Steward Financial Group first reported a position in SPXC in Q2 2022 and has held it in 3 quarters since. The position peaked at $2K in Q1 2023. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

  • Steward Financial Group held 107 shares of SPX Corp worth $1K as of Q3 2023.
  • SPX Corp was a new Steward Financial Group position in Q3 2023.
  • SPX Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1256 holding.
  • Steward Financial Group first reported a position in SPX Corp in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's SPX Corp position peaked at $2K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.