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Berman Capital Advisors’s Standex International SXI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$8K Buy
87
+13
+18% +$1.24K ﹤0.01% 1280
2021
Q2 		$7K Buy
74
+66
+825% +$6.4K ﹤0.01% 1259
2021
Q1 		$0 Buy
+8
New +$741 ﹤0.01% 1904

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $4.87B AUM 31.21% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's SXI Position: Q3 2021 in Review

Berman Capital Advisors increased its Standex International (SXI) stake by 18% in Q3 2021, buying an estimated $1.24K and bringing the position to 87 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Berman Capital Advisors first reported a position in SXI in Q1 2021 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold SXI as of Q3 2021.

  • Berman Capital Advisors held 87 shares of Standex International worth $8K as of Q3 2021.
  • Berman Capital Advisors bought 13 Standex International shares in Q3 2021, an estimated $1.24K.
  • Standex International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1280 holding.
  • Berman Capital Advisors first reported a position in Standex International in Q1 2021 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Standex International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.