3IP
SI

3Chopt Investment Partners’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

3Chopt Investment Partners’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$27.5K – 269
2022
Q4 		$27.5K Buy
+400
New +$27.5K 0.02% 229

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

3Chopt Investment Partners's SI Position: Q1 2023 in Review

3Chopt Investment Partners sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2023, closing a stake of 400 shares — an estimated $27.5K sold.

3Chopt Investment Partners first reported a position in SI in Q4 2022 and held it in 1 quarter. The position peaked at $27.5K in Q4 2022. 52 funds tracked by Wall St. Rank hold SI as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 400 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2023, an estimated $27.5K.
  • 3Chopt Investment Partners first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $27.5K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.