Baird Financial Group
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Baird Financial Group’s Simulations Plus SLP Stock Holding History

Baird Financial Group’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,205
Closed -$204K – 1821
2024
Q2 		$204K Sell
4,205
-895
-18% -$42.2K ﹤0.01% 1673
2024
Q1 		$210K Buy
5,100
+606
+13% +$24.8K ﹤0.01% 1666
2023
Q4 		$201K Sell
4,494
-10,644
-70% -$422K ﹤0.01% 1642
2023
Q3 		$631K Buy
+15,138
New +$686K ﹤0.01% 1253
2022
Q4 		– Sell
-4,510
Closed -$219K – 1767
2022
Q3 		$219K Sell
4,510
-610
-12% -$35.6K ﹤0.01% 1574
2022
Q2 		$253K Sell
5,120
-110
-2% -$5.19K ﹤0.01% 1614
2022
Q1 		$267K Sell
5,230
-64
-1% -$2.75K ﹤0.01% 1666
2021
Q4 		$250K Buy
+5,294
New +$250K ﹤0.01% 1744

Other funds holding SLP

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CCA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return