Schwartz Investment Counsel’s International Money Express IMXI Stock Holding History

Schwartz Investment Counsel’s Portfolio IMXI Stock Details IMXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-68,500	Closed	-$1.27M	–	130
2024 Q3	$1.27M	Sell	68,500 -45,500	-40%	-$868K	0.05%	101
2024 Q2	$2.38M	Buy	114,000 +6,500	+6%	+$137K	0.09%	91
2024 Q1	$2.45M	Buy	107,500 +16,100	+18%	+$338K	0.09%	94
2023 Q4	$2.02M	Buy	91,400 +10,500	+13%	+$201K	0.08%	94
2023 Q3	$1.37M	Buy	80,900 +4,600	+6%	+$92.5K	0.06%	98
2023 Q2	$1.87M	Hold	76,300	–	–	0.08%	94
2023 Q1	$1.97M	Buy	76,300 +4,800	+7%	+$116K	0.09%	90
2022 Q4	$1.74M	Buy	71,500 +21,000	+42%	+$482K	0.08%	93
2022 Q3	$1.15M	Buy	50,500 +12,200	+32%	+$287K	0.06%	96
2022 Q2	$784K	Buy	+38,300	New	+$768K	0.04%	103

Other funds holding IMXI

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schwartz Investment Counsel's IMXI Position: Q4 2024 in Review

Schwartz Investment Counsel sold out of International Money Express (IMXI) in Q4 2024, closing a stake of 68,500 shares — an estimated $1.27M sold.

Schwartz Investment Counsel first reported a position in IMXI in Q2 2022 and held it in 10 quarters. The position peaked at $2.45M in Q1 2024. 160 funds tracked by Wall St. Rank hold IMXI as of Q4 2024.

Schwartz Investment Counsel reported no remaining International Money Express position as of Q4 2024 after selling out during the quarter.
Schwartz Investment Counsel sold 68,500 International Money Express shares in Q4 2024, an estimated $1.27M.
Schwartz Investment Counsel first reported a position in International Money Express in Q2 2022 and held it in 10 quarters.
Schwartz Investment Counsel's International Money Express position peaked at $2.45M in Q1 2024.
160 funds tracked by Wall St. Rank held International Money Express as of Q4 2024.

Based on Schwartz Investment Counsel's 13F filing for Q4 2024, filed 29 Jan 2025.