Vaughan Nelson Investment Management’s SPX Corp SPXC Stock Holding History

Vaughan Nelson Investment Management’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
2022 Q3	–	Sell	-522,170	Closed	-$27.6M	–	212
2022 Q2	$27.6M	Sell	522,170 -1,255	-0.2%	-$60.6K	0.37%	85
2022 Q1	$25.9M	Sell	523,425 -16,510	-3%	-$854K	0.29%	94
2021 Q4	$32.2M	Sell	539,935 -273,905	-34%	-$16.6M	0.33%	92
2021 Q3	$43.5M	Sell	813,840 -16,995	-2%	-$1.04M	0.44%	77
2021 Q2	$50.7M	Sell	830,835 -17,730	-2%	-$1.08M	0.51%	67
2021 Q1	$49.4M	Buy	848,565 +124,180	+17%	+$7.07M	0.53%	69
2020 Q4	$39.5M	Buy	724,385 +513,785	+244%	+$25.8M	0.46%	75
2020 Q3	$9.77M	Buy	+210,600	New	+$8.88M	0.14%	144

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vaughan Nelson Investment Management's SPXC Position: Q3 2022 in Review

Vaughan Nelson Investment Management sold out of SPX Corp (SPXC) in Q3 2022, closing a stake of 522,170 shares — an estimated $27.6M sold.

Vaughan Nelson Investment Management first reported a position in SPXC in Q3 2020 and held it in 8 quarters. The position peaked at $50.7M in Q2 2021. 216 funds tracked by Wall St. Rank hold SPXC as of Q3 2022.

Vaughan Nelson Investment Management reported no remaining SPX Corp position as of Q3 2022 after selling out during the quarter.
Vaughan Nelson Investment Management sold 522,170 SPX Corp shares in Q3 2022, an estimated $27.6M.
Vaughan Nelson Investment Management first reported a position in SPX Corp in Q3 2020 and held it in 8 quarters.
Vaughan Nelson Investment Management's SPX Corp position peaked at $50.7M in Q2 2021.
216 funds tracked by Wall St. Rank held SPX Corp as of Q3 2022.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.