AR
SSD icon

Advisory Research’s Simpson Manufacturing SSD Stock Holding History

Advisory Research’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,124
Closed -$618K – 299
2023
Q4 		$618K Sell
3,124
-11,533
-79% -$1.83M 0.1% 213
2023
Q3 		$2.2M Buy
14,657
+7,528
+106% +$1.14M 0.3% 89
2023
Q2 		$987K Buy
+7,129
New +$876K 0.13% 203
2021
Q1 		– Sell
-5,294
Closed -$495K – 391
2020
Q4 		$495K Sell
5,294
-1,110
-17% -$103K 0.04% 259
2020
Q3 		$622K Buy
+6,404
New +$607K 0.06% 225

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Advisory Research's SSD Position: Q1 2024 in Review

Advisory Research sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 3,124 shares — an estimated $618K sold.

Advisory Research first reported a position in SSD in Q3 2020 and held it in 5 quarters. The position peaked at $2.2M in Q3 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

  • Advisory Research reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 3,124 Simpson Manufacturing shares in Q1 2024, an estimated $618K.
  • Advisory Research first reported a position in Simpson Manufacturing in Q3 2020 and held it in 5 quarters.
  • Advisory Research's Simpson Manufacturing position peaked at $2.2M in Q3 2023.
  • 394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.