Marshall Wace
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Marshall Wace’s Standex International SXI Stock Holding History

Marshall Wace’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
Q4 		– Sell
-1,541
Closed -$282K – 2996
2024
Q3 		$282K Buy
+1,541
New +$268K ﹤0.01% 2173
2023
Q3 		– Sell
-5,711
Closed -$808K – 2666
2023
Q2 		$808K Buy
+5,711
New +$754K ﹤0.01% 1813
2022
Q3 		– Sell
-5,945
Closed -$504K – 3777
2022
Q2 		$504K Buy
5,945
+1,454
+32% +$136K ﹤0.01% 2782
2022
Q1 		$449K Buy
4,491
+4,138
+1,172% +$433K ﹤0.01% 2823
2021
Q4 		$39K Sell
353
-9,773
-97% -$1.06M ﹤0.01% 3609
2021
Q3 		$1M Buy
+10,126
New +$963K ﹤0.01% 2015
2020
Q3 		– Sell
-5,138
Closed -$296K – 1912
2020
Q2 		$296K Buy
+5,138
New +$260K ﹤0.01% 1334
2019
Q4 		– Sell
-54,042
Closed -$3.94M – 2042
2019
Q3 		$3.94M Buy
+54,042
New +$3.75M 0.03% 571
2019
Q2 		– Sell
-1,982
Closed -$145K – 1821
2019
Q1 		$145K Buy
+1,982
New +$150K ﹤0.01% 1380
2016
Q2 		– Sell
-29,190
Closed -$2.27M – 1159
2016
Q1 		$2.27M Buy
+29,190
New +$2.12M 0.02% 534

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace's SXI Position: Q4 2024 in Review

Marshall Wace sold out of Standex International (SXI) in Q4 2024, closing a stake of 1,541 shares — an estimated $282K sold.

Marshall Wace first reported a position in SXI in Q1 2016 and held it in 10 quarters. The position peaked at $3.94M in Q3 2019. 243 funds tracked by Wall St. Rank hold SXI as of Q4 2024.

  • Marshall Wace reported no remaining Standex International position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 1,541 Standex International shares in Q4 2024, an estimated $282K.
  • Marshall Wace first reported a position in Standex International in Q1 2016 and held it in 10 quarters.
  • Marshall Wace's Standex International position peaked at $3.94M in Q3 2019.
  • 243 funds tracked by Wall St. Rank held Standex International as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.