OPS
SXI icon

Orion Portfolio Solutions’s Standex International SXI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-124
Closed -$7K – 1854
2020
Q2 		$7K Buy
+124
New +$6.29K ﹤0.01% 1356

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Orion Portfolio Solutions's SXI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Standex International (SXI) in Q3 2020, closing a stake of 124 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in SXI in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 151 funds tracked by Wall St. Rank hold SXI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Standex International position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 124 Standex International shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Standex International in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Standex International position peaked at $7K in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Standex International as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.