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Cresset Asset Management’s Standex International SXI Stock Holding History

Cresset 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
2024
Q4 		– Sell
-2,874
Closed -$525K – 2175
2024
Q3 		$525K Sell
2,874
-193
-6% -$33.6K ﹤0.01% 1490
2024
Q2 		$494K Sell
3,067
-96
-3% -$16.2K ﹤0.01% 1450
2024
Q1 		$576K Buy
3,163
+92
+3% +$14.9K ﹤0.01% 1276
2023
Q4 		$486K Sell
3,071
-28
-0.9% -$4.03K ﹤0.01% 1248
2023
Q3 		$451K Sell
3,099
-4
-0.1% -$596 ﹤0.01% 1243
2023
Q2 		$439K Buy
+3,103
New +$410K ﹤0.01% 1347
2021
Q4 		– Sell
-3,320
Closed -$328K – 1289
2021
Q3 		$328K Sell
3,320
-5
-0.2% -$475 ﹤0.01% 808
2021
Q2 		$316K Buy
3,325
+109
+3% +$10.6K ﹤0.01% 739
2021
Q1 		$307K Sell
3,216
-429
-12% -$39.7K ﹤0.01% 668
2020
Q4 		$283K Sell
3,645
-33
-0.9% -$2.35K ﹤0.01% 575
2020
Q3 		$218K Buy
3,678
+89
+2% +$5.12K ﹤0.01% 618
2020
Q2 		$207K Buy
+3,589
New +$182K ﹤0.01% 594
2020
Q1 		– Sell
-2,831
Closed -$225K – 683
2019
Q4 		$225K Buy
+2,831
New +$215K 0.01% 525
2019
Q2 		– Sell
-676
Closed -$50K – 1543
2019
Q1 		$50K Buy
676
+264
+64% +$20K ﹤0.01% 781
2018
Q4 		$28K Buy
+412
New +$34.5K ﹤0.01% 646

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

Cresset Asset Management's SXI Position: Q4 2024 in Review

Cresset Asset Management sold out of Standex International (SXI) in Q4 2024, closing a stake of 2,874 shares — an estimated $525K sold.

Cresset Asset Management first reported a position in SXI in Q4 2018 and held it in 15 quarters. The position peaked at $576K in Q1 2024. 243 funds tracked by Wall St. Rank hold SXI as of Q4 2024.

  • Cresset Asset Management reported no remaining Standex International position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 2,874 Standex International shares in Q4 2024, an estimated $525K.
  • Cresset Asset Management first reported a position in Standex International in Q4 2018 and held it in 15 quarters.
  • Cresset Asset Management's Standex International position peaked at $576K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Standex International as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.