Congress Asset Management’s Standex International SXI Stock Holding History

Congress Asset Management’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
2019 Q1	–	Sell	-30,176	Closed	-$2.03M	–	370
2018 Q4	$2.03M	Sell	30,176 -2,784	-8%	-$233K	0.03%	267
2018 Q3	$3.44M	Buy	32,960 +878	+3%	+$93.4K	0.04%	233
2018 Q2	$3.28M	Buy	32,082 +1,961	+7%	+$195K	0.05%	224
2018 Q1	$2.87M	Buy	30,121 +3,202	+12%	+$321K	0.04%	236
2017 Q4	$2.74M	Buy	26,919 +1,930	+8%	+$199K	0.04%	233
2017 Q3	$2.65M	Buy	24,989 +15,627	+167%	+$1.49M	0.04%	232
2017 Q2	$849K	Buy	9,362 +1,523	+19%	+$138K	0.02%	210
2017 Q1	$785K	Buy	7,839 +2,030	+35%	+$190K	0.02%	199
2016 Q4	$510K	Buy	5,809 +3,134	+117%	+$274K	0.01%	210
2016 Q3	$248K	Buy	+2,675	New	+$234K	0.01%	219

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Congress Asset Management's SXI Position: Q1 2019 in Review

Congress Asset Management sold out of Standex International (SXI) in Q1 2019, closing a stake of 30,176 shares — an estimated $2.03M sold.

Congress Asset Management first reported a position in SXI in Q3 2016 and held it in 10 quarters. The position peaked at $3.44M in Q3 2018. 166 funds tracked by Wall St. Rank hold SXI as of Q1 2019.

Congress Asset Management reported no remaining Standex International position as of Q1 2019 after selling out during the quarter.
Congress Asset Management sold 30,176 Standex International shares in Q1 2019, an estimated $2.03M.
Congress Asset Management first reported a position in Standex International in Q3 2016 and held it in 10 quarters.
Congress Asset Management's Standex International position peaked at $3.44M in Q3 2018.
166 funds tracked by Wall St. Rank held Standex International as of Q1 2019.

Based on Congress Asset Management's 13F filing for Q1 2019, filed 8 May 2019.