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Copeland Capital Management’s Standex International SXI Stock Holding History

Copeland Capital 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
2026
Q1 		$61.4M Sell
240,792
-5,051
-2% -$1.27M 1.36% 23
2025
Q4 		$53.4M Sell
245,843
-64,544
-21% -$15M 1.19% 31
2025
Q3 		$65.8M Sell
310,387
-109,777
-26% -$20.7M 1.37% 19
2025
Q2 		$65.7M Sell
420,164
-86,044
-17% -$12.9M 1.35% 25
2025
Q1 		$81.7M Sell
506,208
-13,807
-3% -$2.53M 1.64% 10
2024
Q4 		$97.2M Sell
520,015
-36,229
-7% -$6.99M 1.81% 7
2024
Q3 		$102M Buy
556,244
+4,281
+0.8% +$744K 1.77% 7
2024
Q2 		$88.9M Buy
551,963
+1,559
+0.3% +$264K 1.66% 9
2024
Q1 		$100M Buy
550,404
+14,023
+3% +$2.27M 1.82% 5
2023
Q4 		$85M Sell
536,381
-13,619
-2% -$1.96M 1.7% 6
2023
Q3 		$80.1M Buy
550,000
+4,880
+0.9% +$727K 1.72% 11
2023
Q2 		$77.1M Sell
545,120
-61,428
-10% -$8.11M 1.59% 16
2023
Q1 		$74.3M Sell
606,548
-6,330
-1% -$720K 1.75% 5
2022
Q4 		$62.8M Buy
612,878
+81,792
+15% +$8.03M 1.66% 12
2022
Q3 		$43.4M Buy
531,086
+4,043
+0.8% +$361K 1.43% 19
2022
Q2 		$44.7M Sell
527,043
-40,025
-7% -$3.75M 1.42% 23
2022
Q1 		$56.7M Buy
567,068
+5,824
+1% +$610K 1.56% 11
2021
Q4 		$62.1M Sell
561,244
-17,759
-3% -$1.93M 1.61% 11
2021
Q3 		$57.3M Buy
579,003
+43,307
+8% +$4.12M 1.63% 11
2021
Q2 		$50.8M Buy
535,696
+45,539
+9% +$4.41M 1.52% 21
2021
Q1 		$46.8M Buy
490,157
+80,420
+20% +$7.45M 1.46% 28
2020
Q4 		$31.8M Sell
409,737
-2,228
-0.5% -$159K 1.25% 39
2020
Q3 		$24.4M Buy
411,965
+46,984
+13% +$2.7M 1.08% 41
2020
Q2 		$21M Buy
364,981
+71,774
+24% +$3.64M 1.08% 39
2020
Q1 		$14.4M Sell
293,207
-1,155
-0.4% -$75.9K 0.87% 50
2019
Q4 		$23.4M Buy
294,362
+62,690
+27% +$4.77M 1.02% 40
2019
Q3 		$16.9M Buy
231,672
+15,067
+7% +$1.04M 0.87% 46
2019
Q2 		$15.8M Buy
216,605
+9,582
+5% +$677K 0.88% 45
2019
Q1 		$15.2M Buy
207,023
+49,443
+31% +$3.74M 0.96% 41
2018
Q4 		$10.6M Buy
157,580
+19,967
+15% +$1.67M 0.76% 50
2018
Q3 		$14.3M Sell
137,613
-25,254
-16% -$2.69M 0.87% 52
2018
Q2 		$16.6M Buy
162,867
+12,223
+8% +$1.22M 0.98% 43
2018
Q1 		$14.4M Buy
150,644
+289
+0.2% +$28.9K 0.92% 46
2017
Q4 		$15.3M Buy
150,355
+29,304
+24% +$3.02M 0.97% 44
2017
Q3 		$12.9M Buy
121,051
+2,290
+2% +$219K 0.87% 55
2017
Q2 		$10.8M Buy
118,761
+53,894
+83% +$4.89M 0.7% 64
2017
Q1 		$6.23M Sell
64,867
-16,113
-20% -$1.51M 0.43% 97
2016
Q4 		$7.11M Sell
80,980
-75,151
-48% -$6.57M 0.46% 86
2016
Q3 		$14.5M Sell
156,131
-7,886
-5% -$690K 0.93% 45
2016
Q2 		$13.6M Buy
164,017
+357
+0.2% +$29.3K 0.93% 44
2016
Q1 		$12.7M Buy
163,660
+25,206
+18% +$1.83M 0.87% 49
2015
Q4 		$11.5M Buy
+138,454
New +$11.7M 0.65% 67

Other funds holding SXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Copeland Capital Management's SXI Position: Q1 2026 in Review

Copeland Capital Management reduced its Standex International (SXI) stake by 2.1% in Q1 2026, selling an estimated $1.27M and leaving 240,792 shares worth $61.4M. The position accounts for 1.36% of the portfolio, ranked #23.

Copeland Capital Management first reported a position in SXI in Q4 2015 and has held it in 42 quarters since. The position peaked at $102M in Q3 2024. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • Copeland Capital Management held 240,792 shares of Standex International worth $61.4M as of Q1 2026.
  • Copeland Capital Management sold 5,051 Standex International shares in Q1 2026, an estimated $1.27M.
  • Standex International made up 1.36% of Copeland Capital Management's portfolio in Q1 2026, its #23 holding.
  • Copeland Capital Management first reported a position in Standex International in Q4 2015 and has held it in 42 quarters since.
  • Copeland Capital Management's Standex International position peaked at $102M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.