YIH
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Y-Intercept (HK)’s Standex International SXI Stock Holding History

Y-Intercept (HK)’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
-1,401
Closed -$204K – 1627
2023
Q3 		$204K Sell
1,401
-838
-37% -$125K 0.02% 907
2023
Q2 		$317K Buy
+2,239
New +$296K 0.03% 747

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

Y-Intercept (HK)'s SXI Position: Q4 2023 in Review

Y-Intercept (HK) sold out of Standex International (SXI) in Q4 2023, closing a stake of 1,401 shares — an estimated $204K sold.

Y-Intercept (HK) first reported a position in SXI in Q2 2023 and held it in 2 quarters. The position peaked at $317K in Q2 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

  • Y-Intercept (HK) reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
  • Y-Intercept (HK) sold 1,401 Standex International shares in Q4 2023, an estimated $204K.
  • Y-Intercept (HK) first reported a position in Standex International in Q2 2023 and held it in 2 quarters.
  • Y-Intercept (HK)'s Standex International position peaked at $317K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on Y-Intercept (HK)'s 13F filing for Q4 2023, filed 13 Feb 2024.