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Summit Global Investments’s SPX Corp SPXC Stock Holding History

Summit Global Investments’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 		– Sell
-13,030
Closed -$1.11M – 605
2023
Q2 		$1.11M Buy
+13,030
New +$970K 0.07% 207

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Summit Global Investments's SPXC Position: Q3 2023 in Review

Summit Global Investments sold out of SPX Corp (SPXC) in Q3 2023, closing a stake of 13,030 shares — an estimated $1.11M sold.

Summit Global Investments first reported a position in SPXC in Q2 2023 and held it in 1 quarter. The position peaked at $1.11M in Q2 2023. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

  • Summit Global Investments reported no remaining SPX Corp position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 13,030 SPX Corp shares in Q3 2023, an estimated $1.11M.
  • Summit Global Investments first reported a position in SPX Corp in Q2 2023 and held it in 1 quarter.
  • Summit Global Investments's SPX Corp position peaked at $1.11M in Q2 2023.
  • 286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.