Berman Capital Advisors’s Simpson Manufacturing SSD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$16K	Sell	153 -17	-10%	-$1.88K	﹤0.01%	1058
2021 Q2	$18K	Sell	170 -7	-4%	-$773	﹤0.01%	953
2021 Q1	$18K	Hold	177	–	–	﹤0.01%	828
2020 Q4	$16K	Sell	177 -126	-42%	-$11.7K	﹤0.01%	747
2020 Q3	$29K	Buy	303 +154	+103%	+$14.6K	0.01%	488
2020 Q2	$12K	Buy	149 +10	+7%	+$737	﹤0.01%	697
2020 Q1	$8K	Hold	139	–	–	﹤0.01%	740
2019 Q4	$11K	Hold	139	–	–	﹤0.01%	720
2019 Q3	$9K	Hold	139	–	–	﹤0.01%	759
2019 Q2	$9K	Hold	139	–	–	﹤0.01%	783
2019 Q1	$8K	Buy	139 +28	+25%	+$1.66K	﹤0.01%	732
2018 Q4	$6K	Buy	+111	New	+$6.52K	﹤0.01%	646

Other funds holding SSD

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

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's SSD Position: Q3 2021 in Review

Berman Capital Advisors reduced its Simpson Manufacturing (SSD) stake by 10% in Q3 2021, selling an estimated $1.88K and leaving 153 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Berman Capital Advisors first reported a position in SSD in Q4 2018 and has held it in 12 quarters since. The position peaked at $29K in Q3 2020. 292 funds tracked by Wall St. Rank hold SSD as of Q3 2021.

Berman Capital Advisors held 153 shares of Simpson Manufacturing worth $16K as of Q3 2021.
Berman Capital Advisors sold 17 Simpson Manufacturing shares in Q3 2021, an estimated $1.88K.
Simpson Manufacturing made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1058 holding.
Berman Capital Advisors first reported a position in Simpson Manufacturing in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Simpson Manufacturing position peaked at $29K in Q3 2020.
292 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.