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Institutional & Family Asset Management’s Standex International SXI Stock Holding History

Institutional & Family 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
Q2 		$2.1K Hold
13
– – ﹤0.01% 575
2024
Q1 		$2.37K Buy
+13
New +$2.1K ﹤0.01% 565

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
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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's SXI Position: Q2 2024 in Review

Institutional & Family Asset Management held its Standex International (SXI) position steady in Q2 2024 at 13 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Institutional & Family Asset Management first reported a position in SXI in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.37K in Q1 2024. 229 funds tracked by Wall St. Rank hold SXI as of Q2 2024.

  • Institutional & Family Asset Management held 13 shares of Standex International worth $2.1K as of Q2 2024.
  • Institutional & Family Asset Management left its Standex International share count unchanged in Q2 2024.
  • Standex International made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #575 holding.
  • Institutional & Family Asset Management first reported a position in Standex International in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Standex International position peaked at $2.37K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Standex International as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.