Jacobs Levy Equity Management
SXI icon

Jacobs Levy Equity Management’s Standex International SXI Stock Holding History

Jacobs Levy Equity 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
2019
Q3 		– Sell
-17,708
Closed -$1.29M – 994
2019
Q2 		$1.29M Sell
17,708
-1,660
-9% -$117K 0.02% 598
2019
Q1 		$1.42M Buy
19,368
+6,640
+52% +$503K 0.02% 584
2018
Q4 		$855K Buy
+12,728
New +$1.07M 0.02% 632

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jacobs Levy Equity Management's SXI Position: Q3 2019 in Review

Jacobs Levy Equity Management sold out of Standex International (SXI) in Q3 2019, closing a stake of 17,708 shares — an estimated $1.29M sold.

Jacobs Levy Equity Management first reported a position in SXI in Q4 2018 and held it in 3 quarters. The position peaked at $1.42M in Q1 2019. 156 funds tracked by Wall St. Rank hold SXI as of Q3 2019.

  • Jacobs Levy Equity Management reported no remaining Standex International position as of Q3 2019 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 17,708 Standex International shares in Q3 2019, an estimated $1.29M.
  • Jacobs Levy Equity Management first reported a position in Standex International in Q4 2018 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Standex International position peaked at $1.42M in Q1 2019.
  • 156 funds tracked by Wall St. Rank held Standex International as of Q3 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2019, filed 14 Nov 2019.