Chevy Chase Trust
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Chevy Chase Trust’s Standex International SXI Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-416
Closed -$33K – 980
2019
Q4 		$33K Buy
+416
New +$31.6K ﹤0.01% 924

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Chevy Chase Trust's SXI Position: Q1 2020 in Review

Chevy Chase Trust sold out of Standex International (SXI) in Q1 2020, closing a stake of 416 shares — an estimated $33K sold.

Chevy Chase Trust first reported a position in SXI in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 134 funds tracked by Wall St. Rank hold SXI as of Q1 2020.

  • Chevy Chase Trust reported no remaining Standex International position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 416 Standex International shares in Q1 2020, an estimated $33K.
  • Chevy Chase Trust first reported a position in Standex International in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's Standex International position peaked at $33K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Standex International as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.