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Safeguard Financial’s Standex International SXI Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-31
Closed -$4K – 493
2023
Q2 		$4K Buy
+31
New +$4.09K ﹤0.01% 427

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
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's SXI Position: Q3 2023 in Review

Safeguard Financial sold out of Standex International (SXI) in Q3 2023, closing a stake of 31 shares — an estimated $4K sold.

Safeguard Financial first reported a position in SXI in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q3 2023.

  • Safeguard Financial reported no remaining Standex International position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 31 Standex International shares in Q3 2023, an estimated $4K.
  • Safeguard Financial first reported a position in Standex International in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Standex International position peaked at $4K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Standex International as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.