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USA Financial Formulas’s Standex International SXI Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-21
Closed -$3.06K – 529
2023
Q3 		$3.06K Buy
21
+3
+17% +$447 ﹤0.01% 297
2023
Q2 		$2.55K Buy
+18
New +$2.38K ﹤0.01% 281
2021
Q2 		– Sell
-637
Closed -$61K – 442
2021
Q1 		$61K Buy
+637
New +$59K 0.05% 195

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

USA Financial Formulas's SXI Position: Q4 2023 in Review

USA Financial Formulas sold out of Standex International (SXI) in Q4 2023, closing a stake of 21 shares — an estimated $3.06K sold.

USA Financial Formulas first reported a position in SXI in Q1 2021 and held it in 3 quarters. The position peaked at $61K in Q1 2021. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

  • USA Financial Formulas reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 21 Standex International shares in Q4 2023, an estimated $3.06K.
  • USA Financial Formulas first reported a position in Standex International in Q1 2021 and held it in 3 quarters.
  • USA Financial Formulas's Standex International position peaked at $61K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.