WT
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Whittier Trust’s Standex International SXI Stock Holding History

Whittier Trust’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
2026
Q1 		$53.8K Hold
212
– – ﹤0.01% 828
2025
Q4 		$50.3K Hold
212
– – ﹤0.01% 863
2025
Q3 		$45.3K Hold
212
– – ﹤0.01% 871
2025
Q2 		$33.2K Sell
212
-6
-3% -$900 ﹤0.01% 1025
2025
Q1 		$35.2K Buy
218
+69
+46% +$12.7K ﹤0.01% 1000
2024
Q4 		$27.9K Buy
149
+34
+30% +$6.56K ﹤0.01% 1031
2024
Q3 		$21K Hold
115
– – ﹤0.01% 1095
2024
Q2 		$18.5K Buy
115
+14
+14% +$2.37K ﹤0.01% 1106
2024
Q1 		$18.4K Hold
101
– – ﹤0.01% 1149
2023
Q4 		$16K Sell
101
-94
-48% -$13.5K ﹤0.01% 1144
2023
Q3 		$28.4K Hold
195
– – ﹤0.01% 1046
2023
Q2 		$27.6K Hold
195
– – ﹤0.01% 1046
2023
Q1 		$23.9K Buy
195
+105
+117% +$11.9K ﹤0.01% 1122
2022
Q4 		$9.22K Buy
+90
New +$8.83K ﹤0.01% 1308

Other funds holding SXI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return