Madison Wealth Management’s Standex International SXI Stock Holding History

Madison Wealth 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
2023 Q3	$860K	Buy	+5,900	New	+$879K	0.18%	99
2022 Q4	–	Sell	-4,777	Closed	-$390K	–	167
2022 Q3	$390K	Buy	+4,777	New	+$427K	0.1%	121
2021 Q4	–	Sell	-3,106	Closed	-$307K	–	154
2021 Q3	$307K	Buy	+3,106	New	+$295K	0.07%	130

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

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

CCM

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Madison Wealth Management's SXI Position: Q3 2023 in Review

Madison Wealth Management opened a new position in Standex International (SXI) in Q3 2023: 5,900 shares worth $860K. The stake represents 0.18% of the portfolio and ranks #99 among its holdings. This is a return to the name: Madison Wealth Management previously reported a position in SXI as recently as Q3 2022.

Madison Wealth Management first reported a position in SXI in Q3 2021 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold SXI as of Q3 2023.

Madison Wealth Management held 5,900 shares of Standex International worth $860K as of Q3 2023.
Standex International was a new Madison Wealth Management position in Q3 2023.
Standex International made up 0.18% of Madison Wealth Management's portfolio in Q3 2023, its #99 holding.
Madison Wealth Management first reported a position in Standex International in Q3 2021 and has held it in 3 quarters since.
222 funds tracked by Wall St. Rank held Standex International as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.