Claris Advisors’s Simpson Manufacturing SSD Stock Holding History

Claris 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
2024 Q4	–	Sell	-3	Closed	-$574	–	1001
2024 Q3	$574	Buy	+3	New	+$539	﹤0.01%	605

Other funds holding SSD

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

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

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

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Claris Advisors's SSD Position: Q4 2024 in Review

Claris Advisors sold out of Simpson Manufacturing (SSD) in Q4 2024, closing a stake of 3 shares — an estimated $574 sold.

Claris Advisors first reported a position in SSD in Q3 2024 and held it in 1 quarter. The position peaked at $574 in Q3 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

Claris Advisors reported no remaining Simpson Manufacturing position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Simpson Manufacturing shares in Q4 2024, an estimated $574.
Claris Advisors first reported a position in Simpson Manufacturing in Q3 2024 and held it in 1 quarter.
Claris Advisors's Simpson Manufacturing position peaked at $574 in Q3 2024.
422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.