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Burleson & Co’s Simpson Manufacturing SSD Stock Holding History

Burleson & Co’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
Q4 		$13.6K Hold
153
– – ﹤0.01% 251
2022
Q3 		$12K Buy
153
+1
+0.7% +$97 ﹤0.01% 273
2022
Q2 		$15K Hold
152
– – ﹤0.01% 247
2022
Q1 		$17K Hold
152
– – ﹤0.01% 243
2021
Q4 		$21K Buy
152
+1
+0.7% +$121 ﹤0.01% 226
2021
Q3 		$16K Hold
151
– – ﹤0.01% 242
2021
Q2 		$17K Hold
151
– – ﹤0.01% 246
2021
Q1 		$16K Buy
+151
New +$15.1K ﹤0.01% 237

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Burleson & Co's SSD Position: Q4 2022 in Review

Burleson & Co held its Simpson Manufacturing (SSD) position steady in Q4 2022 at 153 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Burleson & Co first reported a position in SSD in Q1 2021 and has held it in 8 quarters since. The position peaked at $21K in Q4 2021. 304 funds tracked by Wall St. Rank hold SSD as of Q4 2022.

  • Burleson & Co held 153 shares of Simpson Manufacturing worth $13.6K as of Q4 2022.
  • Burleson & Co left its Simpson Manufacturing share count unchanged in Q4 2022.
  • Simpson Manufacturing made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #251 holding.
  • Burleson & Co first reported a position in Simpson Manufacturing in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Simpson Manufacturing position peaked at $21K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.