Zacks Investment Management’s Standex International SXI Stock Holding History

Zacks 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
2023 Q4	–	Sell	-4,566	Closed	-$665K	–	676
2023 Q3	$665K	Sell	4,566 -335	-7%	-$49.9K	0.01%	416
2023 Q2	$693K	Sell	4,901 -406	-8%	-$53.6K	0.01%	419
2023 Q1	$650K	Hold	5,307	–	–	0.01%	420
2022 Q4	$543K	Sell	5,307 -784	-13%	-$76.9K	0.01%	435
2022 Q3	$497K	Hold	6,091	–	–	0.01%	421
2022 Q2	$516K	Hold	6,091	–	–	0.01%	424
2022 Q1	$609K	Buy	6,091 +3,630	+148%	+$380K	0.01%	421
2021 Q4	$272K	Hold	2,461	–	–	﹤0.01%	556
2021 Q3	$243K	Buy	+2,461	New	+$234K	﹤0.01%	556
2020 Q1	–	Sell	-5,260	Closed	-$417K	–	595
2019 Q4	$417K	Buy	+5,260	New	+$400K	0.01%	463

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Zacks Investment Management's SXI Position: Q4 2023 in Review

Zacks Investment Management sold out of Standex International (SXI) in Q4 2023, closing a stake of 4,566 shares — an estimated $665K sold.

Zacks Investment Management first reported a position in SXI in Q4 2019 and held it in 10 quarters. The position peaked at $693K in Q2 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

Zacks Investment Management reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
Zacks Investment Management sold 4,566 Standex International shares in Q4 2023, an estimated $665K.
Zacks Investment Management first reported a position in Standex International in Q4 2019 and held it in 10 quarters.
Zacks Investment Management's Standex International position peaked at $693K in Q2 2023.
222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.