Beryl Capital Management’s Silicon Motion SIMO Stock Holding History

Beryl Capital Management’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-70,500	Closed	-$3.81M	–	26
2024 Q4	$3.81M	Sell	70,500 -30,359	-30%	-$1.7M	0.86%	16
2024 Q3	$6.13M	Buy	+100,859	New	+$6.65M	1.32%	13
2024 Q1	–	Sell	-64,694	Closed	-$3.96M	–	23
2023 Q4	$3.96M	Sell	64,694 -209,636	-76%	-$12M	2.18%	8
2023 Q3	$14.1M	Sell	274,330 -688,562	-72%	-$39.2M	1.79%	9
2023 Q2	$69.2M	Buy	+962,892	New	+$61.6M	21.35%	2

Other funds holding SIMO

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return