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Bellecapital’s Simpson Manufacturing SSD Stock Holding History

Bellecapital’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
2022
Q2 		– Sell
-2,073
Closed -$226K – 221
2022
Q1 		$226K Sell
2,073
-2,800
-57% -$332K 0.07% 181
2021
Q4 		$678K Sell
4,873
-4,062
-45% -$490K 0.19% 89
2021
Q3 		$956K Hold
8,935
– – 0.29% 67
2021
Q2 		$987K Hold
8,935
– – 0.3% 65
2021
Q1 		$927K Buy
+8,935
New +$895K 0.29% 66

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bellecapital's SSD Position: Q2 2022 in Review

Bellecapital sold out of Simpson Manufacturing (SSD) in Q2 2022, closing a stake of 2,073 shares — an estimated $226K sold.

Bellecapital first reported a position in SSD in Q1 2021 and held it in 5 quarters. The position peaked at $987K in Q2 2021. 300 funds tracked by Wall St. Rank hold SSD as of Q2 2022.

  • Bellecapital reported no remaining Simpson Manufacturing position as of Q2 2022 after selling out during the quarter.
  • Bellecapital sold 2,073 Simpson Manufacturing shares in Q2 2022, an estimated $226K.
  • Bellecapital first reported a position in Simpson Manufacturing in Q1 2021 and held it in 5 quarters.
  • Bellecapital's Simpson Manufacturing position peaked at $987K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2022.

Based on Bellecapital's 13F filing for Q2 2022, filed 27 Jul 2022.