BOC
SI

Bull Oak Capital’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Bull Oak Capital’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$5.15K – 77
2024
Q3 		$5.15K Buy
+51
New +$5.15K ﹤0.01% 76

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Bull Oak Capital's SI Position: Q4 2024 in Review

Bull Oak Capital sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2024, closing a stake of 51 shares — an estimated $5.15K sold.

Bull Oak Capital first reported a position in SI in Q3 2024 and held it in 1 quarter. The position peaked at $5.15K in Q3 2024. 46 funds tracked by Wall St. Rank hold SI as of Q4 2024.

  • Bull Oak Capital reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 51 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2024, an estimated $5.15K.
  • Bull Oak Capital first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2024 and held it in 1 quarter.
  • Bull Oak Capital's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $5.15K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.