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Wilen Investment Management’s Standex International SXI Stock Holding History

Wilen Investment Management’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
2022
Q3 		$2.26M Sell
27,913
-1,309
-4% -$117K 2.31% 13
2022
Q2 		$2.46M Hold
29,222
– – 2.13% 13
2022
Q1 		$2.91M Sell
29,222
-63
-0.2% -$6.6K 2.19% 13
2021
Q4 		$3.22M Sell
29,285
-3,625
-11% -$394K 2.46% 13
2021
Q3 		$3.24M Sell
32,910
-1,400
-4% -$133K 2.65% 10
2021
Q2 		$3.23M Sell
34,310
-6,218
-15% -$603K 2.78% 12
2021
Q1 		$3.85M Sell
40,528
-7,090
-15% -$657K 3.41% 10
2020
Q4 		$3.67M Sell
47,618
-8,273
-15% -$590K 3.7% 8
2020
Q3 		$4.14M Sell
55,891
-7,451
-12% -$428K 4.5% 7
2020
Q2 		$3.61M Sell
63,342
-4,910
-7% -$249K 4.65% 6
2020
Q1 		$3.31M Sell
68,252
-3,312
-5% -$218K 4.96% 5
2019
Q4 		$5.65M Sell
71,564
-6,708
-9% -$510K 4.42% 6
2019
Q3 		$5.67M Sell
78,272
-2,082
-3% -$144K 4.4% 6
2019
Q2 		$5.85M Sell
80,354
-2,925
-4% -$207K 4.53% 7
2019
Q1 		$6.08M Sell
83,279
-850
-1% -$64.4K 4.62% 6
2018
Q4 		$5.59M Sell
84,129
-100
-0.1% -$8.38K 4.84% 6
2018
Q3 		$8.76M Sell
84,229
-3,900
-4% -$415K 5.87% 6
2018
Q2 		$9.21M Sell
88,129
-2,101
-2% -$209K 5.92% 6
2018
Q1 		$8.57M Sell
90,230
-1,348
-1% -$135K 5.86% 6
2017
Q4 		$9.16M Sell
91,578
-7,886
-8% -$813K 5.99% 6
2017
Q3 		$10.5M Sell
99,464
-9,392
-9% -$898K 6.39% 6
2017
Q2 		$9.8M Sell
108,856
-2,633
-2% -$239K 5.91% 6
2017
Q1 		$11.1M Sell
111,489
-9,300
-8% -$872K 6.66% 5
2016
Q4 		$10.6M Sell
120,789
-5,200
-4% -$454K 6.54% 5
2016
Q3 		$11.6M Sell
125,989
-25,831
-17% -$2.26M 7.69% 4
2016
Q2 		$12.4M Sell
151,820
-6,808
-4% -$558K 8.16% 3
2016
Q1 		$12.3M Sell
158,628
-1,050
-0.7% -$76.2K 8.56% 4
2015
Q4 		$13.3M Sell
159,678
-11,964
-7% -$1.01M 9.6% 2
2015
Q3 		$12.9M Sell
171,642
-3,140
-2% -$240K 9.19% 2
2015
Q2 		$13.9M Sell
174,782
-8,497
-5% -$692K 9.34% 2
2015
Q1 		$15M Sell
183,279
-3,444
-2% -$255K 10.28% 2
2014
Q4 		$14.4M Sell
186,723
-9,101
-5% -$694K 9.47% 2
2014
Q3 		$14.5M Sell
195,824
-3,900
-2% -$282K 9.21% 3
2014
Q2 		$14.8M Sell
199,724
-17,270
-8% -$1.18M 8.66% 2
2014
Q1 		$11.5M Sell
216,994
-2,530
-1% -$144K 6.72% 4
2013
Q4 		$13.7M Sell
219,524
-21,439
-9% -$1.3M 8.82% 1
2013
Q3 		$14.2M Sell
240,963
-13,740
-5% -$793K 9.49% 1
2013
Q2 		$13.4M Buy
+254,703
New +$13.4M 9.85% 1

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

Wilen Investment Management's SXI Position: Q3 2022 in Review

Wilen Investment Management reduced its Standex International (SXI) stake by 4.5% in Q3 2022, selling an estimated $117K and leaving 27,913 shares worth $2.26M. The position accounts for 2.31% of the portfolio, ranked #13.

Wilen Investment Management first reported a position in SXI in Q2 2013 and has held it in 38 quarters since. The position peaked at $15M in Q1 2015. 186 funds tracked by Wall St. Rank hold SXI as of Q3 2022.

  • Wilen Investment Management held 27,913 shares of Standex International worth $2.26M as of Q3 2022.
  • Wilen Investment Management sold 1,309 Standex International shares in Q3 2022, an estimated $117K.
  • Standex International made up 2.31% of Wilen Investment Management's portfolio in Q3 2022, its #13 holding.
  • Wilen Investment Management first reported a position in Standex International in Q2 2013 and has held it in 38 quarters since.
  • Wilen Investment Management's Standex International position peaked at $15M in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Standex International as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.