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Advisory Research’s Standex International SXI Stock Holding History

Advisory Research’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,922
Closed -$780K – 302
2023
Q4 		$780K Sell
4,922
-8,307
-63% -$1.2M 0.12% 189
2023
Q3 		$1.93M Sell
13,229
-1,220
-8% -$182K 0.27% 107
2023
Q2 		$2.04M Buy
14,449
+6,769
+88% +$894K 0.26% 105
2023
Q1 		$940K Buy
+7,680
New +$874K 0.15% 163

Other funds holding SXI

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's SXI Position: Q1 2024 in Review

Advisory Research sold out of Standex International (SXI) in Q1 2024, closing a stake of 4,922 shares — an estimated $780K sold.

Advisory Research first reported a position in SXI in Q1 2023 and held it in 4 quarters. The position peaked at $2.04M in Q2 2023. 242 funds tracked by Wall St. Rank hold SXI as of Q1 2024.

  • Advisory Research reported no remaining Standex International position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 4,922 Standex International shares in Q1 2024, an estimated $780K.
  • Advisory Research first reported a position in Standex International in Q1 2023 and held it in 4 quarters.
  • Advisory Research's Standex International position peaked at $2.04M in Q2 2023.
  • 242 funds tracked by Wall St. Rank held Standex International as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.