Ergoteles’s Standex International SXI Stock Holding History

Ergoteles’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
2023 Q2	–	Sell	-2,550	Closed	-$312K	–	1508
2023 Q1	$312K	Sell	2,550 -226	-8%	-$25.7K	0.01%	884
2022 Q4	$284K	Buy	+2,776	New	+$272K	0.01%	931
2021 Q4	–	Sell	-2,400	Closed	-$237K	–	1578
2021 Q3	$237K	Sell	2,400 -8,744	-78%	-$832K	0.01%	905
2021 Q2	$1.06M	Buy	+11,144	New	+$1.08M	0.02%	489

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

SAM

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Ergoteles's SXI Position: Q2 2023 in Review

Ergoteles sold out of Standex International (SXI) in Q2 2023, closing a stake of 2,550 shares — an estimated $312K sold.

Ergoteles first reported a position in SXI in Q2 2021 and held it in 4 quarters. The position peaked at $1.06M in Q2 2021. 210 funds tracked by Wall St. Rank hold SXI as of Q2 2023.

Ergoteles reported no remaining Standex International position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 2,550 Standex International shares in Q2 2023, an estimated $312K.
Ergoteles first reported a position in Standex International in Q2 2021 and held it in 4 quarters.
Ergoteles's Standex International position peaked at $1.06M in Q2 2021.
210 funds tracked by Wall St. Rank held Standex International as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.