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Altshuler Shaham’s Standex International SXI Stock Holding History

Altshuler Shaham’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
2023
Q4 		– Sell
-151
Closed -$22K – 311
2023
Q3 		$22K Sell
151
-163
-52% -$24.3K ﹤0.01% 232
2023
Q2 		$44.4K Buy
314
+58
+23% +$7.66K ﹤0.01% 174
2023
Q1 		$31.3K Sell
256
-73
-22% -$8.31K ﹤0.01% 257
2022
Q4 		$33.7K Buy
+329
New +$32.3K ﹤0.01% 281

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Altshuler Shaham's SXI Position: Q4 2023 in Review

Altshuler Shaham sold out of Standex International (SXI) in Q4 2023, closing a stake of 151 shares — an estimated $22K sold.

Altshuler Shaham first reported a position in SXI in Q4 2022 and held it in 4 quarters. The position peaked at $44.4K in Q2 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

  • Altshuler Shaham reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
  • Altshuler Shaham sold 151 Standex International shares in Q4 2023, an estimated $22K.
  • Altshuler Shaham first reported a position in Standex International in Q4 2022 and held it in 4 quarters.
  • Altshuler Shaham's Standex International position peaked at $44.4K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on Altshuler Shaham's 13F filing for Q4 2023, filed 7 Feb 2024.