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Peterson Financial Group’s Standex International SXI Stock Holding History

Peterson 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
2024
Q3 		$44K Buy
+241
New +$41.9K 0.17% 100

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peterson Financial Group's SXI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Standex International (SXI) in Q3 2024: 241 shares worth $44K. The stake represents 0.17% of the portfolio and ranks #100 among its holdings.

234 funds tracked by Wall St. Rank hold SXI as of Q3 2024.

  • Peterson Financial Group held 241 shares of Standex International worth $44K as of Q3 2024.
  • Standex International was a new Peterson Financial Group position in Q3 2024.
  • Standex International made up 0.17% of Peterson Financial Group's portfolio in Q3 2024, its #100 holding.
  • 234 funds tracked by Wall St. Rank held Standex International as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.