Weld Capital Management’s SPX Corp SPXC Stock Holding History

Weld Capital 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
2021 Q1	–	Sell	-3,760	Closed	-$205K	–	530
2020 Q4	$205K	Buy	+3,760	New	+$189K	0.08%	393
2020 Q1	–	Sell	-9,600	Closed	-$488K	–	687
2019 Q4	$488K	Sell	9,600 -6,356	-40%	-$291K	0.09%	354
2019 Q3	$638K	Sell	15,956 -4,103	-20%	-$152K	0.12%	294
2019 Q2	$662K	Sell	20,059 -12,801	-39%	-$427K	0.12%	292
2019 Q1	$1.14M	Buy	+32,860	New	+$1.07M	0.21%	178

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 Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SBH

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Weld Capital Management's SPXC Position: Q1 2021 in Review

Weld Capital Management sold out of SPX Corp (SPXC) in Q1 2021, closing a stake of 3,760 shares — an estimated $205K sold.

Weld Capital Management first reported a position in SPXC in Q1 2019 and held it in 5 quarters. The position peaked at $1.14M in Q1 2019. 218 funds tracked by Wall St. Rank hold SPXC as of Q1 2021.

Weld Capital Management reported no remaining SPX Corp position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 3,760 SPX Corp shares in Q1 2021, an estimated $205K.
Weld Capital Management first reported a position in SPX Corp in Q1 2019 and held it in 5 quarters.
Weld Capital Management's SPX Corp position peaked at $1.14M in Q1 2019.
218 funds tracked by Wall St. Rank held SPX Corp as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.