Cerity Partners
SXI icon

Cerity Partners’s Standex International SXI Stock Holding History

Cerity Partners’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
2026
Q1 		$1.16M Sell
4,539
-2,851
-39% -$715K ﹤0.01% 1781
2025
Q4 		$1.61M Buy
7,390
+2,835
+62% +$657K ﹤0.01% 1467
2025
Q3 		$965K Sell
4,555
-1,029
-18% -$194K ﹤0.01% 1612
2025
Q2 		$874K Sell
5,584
-253
-4% -$37.9K ﹤0.01% 1584
2025
Q1 		$942K Sell
5,837
-1,746
-23% -$320K ﹤0.01% 1450
2024
Q4 		$1.39M Sell
7,583
-59
-0.8% -$11.4K ﹤0.01% 1268
2024
Q3 		$1.4M Buy
7,642
+963
+14% +$167K ﹤0.01% 1260
2024
Q2 		$1.08M Sell
6,679
-48,278
-88% -$8.17M ﹤0.01% 1193
2024
Q1 		$10M Buy
54,957
+16,512
+43% +$2.67M 0.03% 460
2023
Q4 		$6.09M Buy
+38,445
New +$5.53M 0.02% 488
2023
Q2 		– Sell
-69
Closed -$622K – 1937
2023
Q1 		$622K Buy
+69
New +$7.85K ﹤0.01% 1188
2017
Q4 		– Sell
-2,129
Closed -$226K – 594
2017
Q3 		$226K Buy
+2,129
New +$204K 0.02% 508

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WA
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return