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Concourse Financial Group Securities’s Standex International SXI Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-448
Closed -$86.1K – 1822
2024
Q4 		$86.1K Sell
448
-5
-1% -$965 ﹤0.01% 996
2024
Q3 		$82.8K Sell
453
-13
-3% -$2.26K ﹤0.01% 999
2024
Q2 		$75.1K Sell
466
-16
-3% -$2.71K ﹤0.01% 1025
2024
Q1 		$87.8K Buy
482
+59
+14% +$9.53K 0.01% 965
2023
Q4 		$67K Buy
423
+37
+10% +$5.33K ﹤0.01% 1031
2023
Q3 		$56.2K Sell
386
-47
-11% -$7K ﹤0.01% 1040
2023
Q2 		$61.3K Sell
433
-9
-2% -$1.19K ﹤0.01% 1021
2023
Q1 		$54.1K Sell
442
-21
-5% -$2.39K ﹤0.01% 1060
2022
Q4 		$47.4K Sell
463
-43
-8% -$4.22K ﹤0.01% 1096
2022
Q3 		$41K Sell
506
-214
-30% -$19.1K ﹤0.01% 1028
2022
Q2 		$61K Sell
720
-241
-25% -$22.6K 0.01% 1007
2022
Q1 		$96K Sell
961
-1
-0.1% -$105 0.01% 887
2021
Q4 		$106K Sell
962
-45
-4% -$4.89K 0.01% 976
2021
Q3 		$100K Buy
1,007
+172
+21% +$16.4K 0.01% 991
2021
Q2 		$79K Buy
835
+17
+2% +$1.65K ﹤0.01% 1092
2021
Q1 		$78K Buy
818
+1
+0.1% +$93 0.01% 1053
2020
Q4 		$63K Sell
817
-17
-2% -$1.21K ﹤0.01% 1079
2020
Q3 		$49K Buy
834
+131
+19% +$7.53K ﹤0.01% 1079
2020
Q2 		$40K Buy
703
+266
+61% +$13.5K ﹤0.01% 1058
2020
Q1 		$21K Buy
437
+71
+19% +$4.66K ﹤0.01% 1223
2019
Q4 		$29K Buy
366
+166
+83% +$12.6K ﹤0.01% 1146
2019
Q3 		$15K Sell
200
-95
-32% -$6.59K ﹤0.01% 1048
2019
Q2 		$22K Buy
295
+7
+2% +$495 ﹤0.01% 1219
2019
Q1 		$21K Buy
288
+50
+21% +$3.79K ﹤0.01% 1252
2018
Q4 		$15K Sell
238
-12
-5% -$1.01K ﹤0.01% 1284
2018
Q3 		$26K Buy
+250
New +$26.6K 0.01% 784

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concourse Financial Group Securities's SXI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Standex International (SXI) in Q1 2025, closing a stake of 448 shares — an estimated $86.1K sold.

Concourse Financial Group Securities first reported a position in SXI in Q3 2018 and held it in 26 quarters. The position peaked at $106K in Q4 2021. 241 funds tracked by Wall St. Rank hold SXI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Standex International position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 448 Standex International shares in Q1 2025, an estimated $86.1K.
  • Concourse Financial Group Securities first reported a position in Standex International in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Standex International position peaked at $106K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Standex International as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.