Fractal Investments’s Standex International SXI Stock Holding History

Fractal Investments’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 Q4	–	Sell	-2,269	Closed	-$331K	–	95
2023 Q3	$331K	Hold	2,269	–	–	0.07%	65
2023 Q2	$321K	Hold	2,269	–	–	0.07%	66
2023 Q1	$278K	Hold	2,269	–	–	0.06%	69
2022 Q4	$232K	Buy	+2,269	New	+$223K	0.06%	83
2022 Q2	–	Sell	-2,269	Closed	-$227K	–	114
2022 Q1	$227K	Hold	2,269	–	–	0.07%	104
2021 Q4	$251K	Buy	+2,269	New	+$246K	0.09%	99

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fractal Investments's SXI Position: Q4 2023 in Review

Fractal Investments sold out of Standex International (SXI) in Q4 2023, closing a stake of 2,269 shares — an estimated $331K sold.

Fractal Investments first reported a position in SXI in Q4 2021 and held it in 6 quarters. The position peaked at $331K in Q3 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

Fractal Investments reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
Fractal Investments sold 2,269 Standex International shares in Q4 2023, an estimated $331K.
Fractal Investments first reported a position in Standex International in Q4 2021 and held it in 6 quarters.
Fractal Investments's Standex International position peaked at $331K in Q3 2023.
222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on Fractal Investments's 13F filing for Q4 2023, filed 2 Feb 2024.