Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Standex International SXI Stock Holding History

Envestnet Portfolio Solutions’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
-2,121
Closed -$397K – 1757
2024
Q4 		$397K Buy
2,121
+315
+17% +$60.8K ﹤0.01% 1348
2024
Q3 		$330K Buy
1,806
+181
+11% +$31.5K ﹤0.01% 1398
2024
Q2 		$262K Sell
1,625
-147
-8% -$24.9K ﹤0.01% 1452
2024
Q1 		$323K Sell
1,772
-63
-3% -$10.2K ﹤0.01% 1320
2023
Q4 		$291K Buy
1,835
+126
+7% +$18.1K ﹤0.01% 1310
2023
Q3 		$249K Buy
+1,709
New +$254K ﹤0.01% 1324

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

Envestnet Portfolio Solutions's SXI Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Standex International (SXI) in Q1 2025, closing a stake of 2,121 shares — an estimated $397K sold.

Envestnet Portfolio Solutions first reported a position in SXI in Q3 2023 and held it in 6 quarters. The position peaked at $397K in Q4 2024. 241 funds tracked by Wall St. Rank hold SXI as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Standex International position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,121 Standex International shares in Q1 2025, an estimated $397K.
  • Envestnet Portfolio Solutions first reported a position in Standex International in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Standex International position peaked at $397K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Standex International as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.