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Phocas Financial Corp’s Standex International SXI Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-34,798
Closed -$2.7M – 213
2020
Q4 		$2.7M Sell
34,798
-7,075
-17% -$504K 0.41% 101
2020
Q3 		$2.48M Buy
41,873
+1,432
+4% +$82.3K 0.43% 99
2020
Q2 		$2.33M Buy
+40,441
New +$2.05M 0.41% 104

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phocas Financial Corp's SXI Position: Q1 2021 in Review

Phocas Financial Corp sold out of Standex International (SXI) in Q1 2021, closing a stake of 34,798 shares — an estimated $2.7M sold.

Phocas Financial Corp first reported a position in SXI in Q2 2020 and held it in 3 quarters. The position peaked at $2.7M in Q4 2020. 174 funds tracked by Wall St. Rank hold SXI as of Q1 2021.

  • Phocas Financial Corp reported no remaining Standex International position as of Q1 2021 after selling out during the quarter.
  • Phocas Financial Corp sold 34,798 Standex International shares in Q1 2021, an estimated $2.7M.
  • Phocas Financial Corp first reported a position in Standex International in Q2 2020 and held it in 3 quarters.
  • Phocas Financial Corp's Standex International position peaked at $2.7M in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Standex International as of Q1 2021.

Based on Phocas Financial Corp's 13F filing for Q1 2021, filed 22 Jun 2021.