DANA EPIPHANY SMALL CAP EQUITY FUND SPXC Holdings History
Number of Shares
3,637.00
Current Holdings Value*
$487,900.00
% of Portfolio
1.87%
Total Estimate Gain
$118,347.98
% of Total Estimate Gain
23.68%
DANA EPIPHANY SMALL CAP EQUITY FUND's SPX Technologies Inc Holding Summary
As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 3,637.00 shares of SPX Technologies Inc(SPXC), totaling $487,900.00. This investment constitutes 1.87% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.01% of the outstanding SPX Technologies Inc(SPXC) stock.
The initial trade took place in 2025Q2. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 1 purchases of SPXC, at an average price of $137.43, for a total of 3,637.00 shares. Based on historical transaction data and SPXC's current price of $169.97, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his SPXC holdings is $118,347.98, reflecting a 23.68% gain to date.
DANA EPIPHANY SMALL CAP EQUITY FUND SPXC ($169.97) Holding Chart
DANA EPIPHANY SMALL CAP EQUITY FUND SPXC ($169.97) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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