Sowell Financial Services’s Standex International SXI Stock Holding History

Sowell Financial Services’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	–	Sell	-12,186	Closed	-$1.96M	–	580
2024 Q2	$1.96M	Sell	12,186 -333	-3%	-$56.3K	0.09%	224
2024 Q1	$2.28M	Buy	12,519 +941	+8%	+$152K	0.11%	202
2023 Q4	$1.83M	Sell	11,578 -720	-6%	-$104K	0.1%	227
2023 Q3	$1.79M	Sell	12,298 -41	-0.3%	-$6.11K	0.11%	205
2023 Q2	$1.75M	Buy	+12,339	New	+$1.63M	0.1%	240
2021 Q2	–	Sell	-13	Closed	-$1K	–	2458
2021 Q1	$1K	Buy	+13	New	+$1.2K	﹤0.01%	3016

Other funds holding SXI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's SXI Position: Q3 2024 in Review

Sowell Financial Services sold out of Standex International (SXI) in Q3 2024, closing a stake of 12,186 shares — an estimated $1.96M sold.

Sowell Financial Services first reported a position in SXI in Q1 2021 and held it in 6 quarters. The position peaked at $2.28M in Q1 2024. 234 funds tracked by Wall St. Rank hold SXI as of Q3 2024.

Sowell Financial Services reported no remaining Standex International position as of Q3 2024 after selling out during the quarter.
Sowell Financial Services sold 12,186 Standex International shares in Q3 2024, an estimated $1.96M.
Sowell Financial Services first reported a position in Standex International in Q1 2021 and held it in 6 quarters.
Sowell Financial Services's Standex International position peaked at $2.28M in Q1 2024.
234 funds tracked by Wall St. Rank held Standex International as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.