Next Financial Group’s Standex International SXI Stock Holding History

Next Financial Group’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
2021 Q4	$46K	Buy	415 +107	+35%	+$11.6K	﹤0.01%	1508
2021 Q3	$31K	Buy	308 +10	+3%	+$951	﹤0.01%	1631
2021 Q2	$29K	Buy	298 +14	+5%	+$1.36K	﹤0.01%	1621
2021 Q1	$27K	Buy	284 +12	+4%	+$1.11K	﹤0.01%	1538
2020 Q4	$21K	Hold	272	–	–	﹤0.01%	1528
2020 Q3	$16K	Buy	+272	New	+$15.6K	﹤0.01%	1496
2020 Q2	–	Sell	-272	Closed	-$13K	–	1752
2020 Q1	$13K	Hold	272	–	–	﹤0.01%	1446
2019 Q4	$22K	Hold	272	–	–	﹤0.01%	1499
2019 Q3	$20K	Hold	272	–	–	﹤0.01%	1453
2019 Q2	$20K	Buy	272 +232	+580%	+$16.4K	﹤0.01%	1469
2019 Q1	$3K	Sell	40 -288	-88%	-$21.8K	﹤0.01%	1405
2018 Q4	$22K	Hold	328	–	–	﹤0.01%	1063
2018 Q3	$34K	Buy	+328	New	+$34.9K	0.02%	630
2017 Q4	–	Sell	-328	Closed	-$34K	–	1282
2017 Q3	$34K	Hold	328	–	–	0.01%	824
2017 Q2	$30K	Hold	328	–	–	0.01%	944
2017 Q1	$31K	Hold	328	–	–	0.01%	894
2016 Q4	$29K	Hold	328	–	–	0.01%	1205
2016 Q3	$30K	Hold	328	–	–	0.01%	1179
2016 Q2	$27K	Hold	328	–	–	0.01%	858
2016 Q1	$25K	Hold	328	–	–	0.01%	859
2015 Q4	$27K	Hold	328	–	–	0.01%	828
2015 Q3	$24K	Hold	328	–	–	0.01%	891
2015 Q2	$26K	Hold	328	–	–	0.01%	903
2015 Q1	$26K	Hold	328	–	–	0.01%	895
2014 Q4	$25K	Hold	328	–	–	0.01%	898
2014 Q3	$24K	Buy	+328	New	+$23.7K	﹤0.01%	1311

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's SXI Position: Q4 2021 in Review

Next Financial Group increased its Standex International (SXI) stake by 35% in Q4 2021, buying an estimated $11.6K and bringing the position to 415 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Next Financial Group first reported a position in SXI in Q3 2014 and has held it in 26 quarters since. 200 funds tracked by Wall St. Rank hold SXI as of Q4 2021.

Next Financial Group held 415 shares of Standex International worth $46K as of Q4 2021.
Next Financial Group bought 107 Standex International shares in Q4 2021, an estimated $11.6K.
Standex International made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1508 holding.
Next Financial Group first reported a position in Standex International in Q3 2014 and has held it in 26 quarters since.
200 funds tracked by Wall St. Rank held Standex International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.