Clifford Swan Investment Counsel’s Simpson Manufacturing SSD Stock Holding History

Clifford Swan Investment Counsel’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 Q1	–	Sell	-21,716	Closed	-$4.3M	–	311
2023 Q4	$4.3M	Hold	21,716	–	–	0.17%	114
2023 Q3	$3.25M	Hold	21,716	–	–	0.14%	119
2023 Q2	$3.01M	Hold	21,716	–	–	0.12%	121
2023 Q1	$2.38M	Hold	21,716	–	–	0.1%	129
2022 Q4	$1.93M	Hold	21,716	–	–	0.08%	136
2022 Q3	$1.7M	Hold	21,716	–	–	0.08%	140
2022 Q2	$2.19M	Hold	21,716	–	–	0.09%	127
2022 Q1	$2.37M	Sell	21,716 -9,000	-29%	-$1.07M	0.09%	135
2021 Q4	$4.27M	Buy	30,716 +9,960	+48%	+$1.2M	0.15%	120
2021 Q3	$2.3M	Hold	20,756	–	–	0.08%	142
2021 Q2	$2.31M	Hold	20,756	–	–	0.09%	134
2021 Q1	$2.15M	Hold	20,756	–	–	0.09%	136
2020 Q4	$1.94M	Hold	20,756	–	–	0.08%	137
2020 Q3	$2.02M	Sell	20,756 -1,400	-6%	-$133K	0.1%	133
2020 Q2	$1.87M	Hold	22,156	–	–	0.1%	132
2020 Q1	$1.37M	Hold	22,156	–	–	0.08%	137
2019 Q4	$1.78M	Sell	22,156 -1,350	-6%	-$105K	0.09%	141
2019 Q3	$1.63M	Hold	23,506	–	–	0.08%	140
2019 Q2	$1.56M	Hold	23,506	–	–	0.08%	146
2019 Q1	$1.39M	Hold	23,506	–	–	0.07%	147
2018 Q4	$1.27M	Hold	23,506	–	–	0.08%	144
2018 Q3	$1.7M	Hold	23,506	–	–	0.09%	130
2018 Q2	$1.46M	Hold	23,506	–	–	0.08%	140
2018 Q1	$1.35M	Hold	23,506	–	–	0.08%	143
2017 Q4	$1.35M	Hold	23,506	–	–	0.07%	144
2017 Q3	$1.15M	Sell	23,506 -987	-4%	-$44K	0.07%	142
2017 Q2	$1.07M	Hold	24,493	–	–	0.07%	146
2017 Q1	$1.05M	Hold	24,493	–	–	0.07%	144
2016 Q4	$1.07M	Buy	24,493 +987	+4%	+$44.2K	0.07%	141
2016 Q3	$1.03M	Buy	23,506 +7,394	+46%	+$315K	0.07%	145
2016 Q2	$644K	Hold	16,112	–	–	0.04%	166
2016 Q1	$615K	Buy	+16,112	New	+$545K	0.04%	180

Other funds holding SSD

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

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

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

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

CCA

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

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

Clifford Swan Investment Counsel's SSD Position: Q1 2024 in Review

Clifford Swan Investment Counsel sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 21,716 shares — an estimated $4.3M sold.

Clifford Swan Investment Counsel first reported a position in SSD in Q1 2016 and held it in 32 quarters. The position peaked at $4.3M in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

Clifford Swan Investment Counsel reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
Clifford Swan Investment Counsel sold 21,716 Simpson Manufacturing shares in Q1 2024, an estimated $4.3M.
Clifford Swan Investment Counsel first reported a position in Simpson Manufacturing in Q1 2016 and held it in 32 quarters.
Clifford Swan Investment Counsel's Simpson Manufacturing position peaked at $4.3M in Q4 2023.
394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2024, filed 17 Apr 2024.