Arlington Trust’s Simpson Manufacturing SSD Stock Holding History

Arlington Trust’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
2023 Q4	–	Sell	-208	Closed	-$31.2K	–	952
2023 Q3	$31.2K	Buy	+208	New	+$31.6K	0.01%	158

Other funds holding SSD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Arlington Trust's SSD Position: Q4 2023 in Review

Arlington Trust sold out of Simpson Manufacturing (SSD) in Q4 2023, closing a stake of 208 shares — an estimated $31.2K sold.

Arlington Trust first reported a position in SSD in Q3 2023 and held it in 1 quarter. The position peaked at $31.2K in Q3 2023. 383 funds tracked by Wall St. Rank hold SSD as of Q4 2023.

Arlington Trust reported no remaining Simpson Manufacturing position as of Q4 2023 after selling out during the quarter.
Arlington Trust sold 208 Simpson Manufacturing shares in Q4 2023, an estimated $31.2K.
Arlington Trust first reported a position in Simpson Manufacturing in Q3 2023 and held it in 1 quarter.
Arlington Trust's Simpson Manufacturing position peaked at $31.2K in Q3 2023.
383 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2023.

Based on Arlington Trust's 13F filing for Q4 2023, filed 24 Jan 2024.