Colonial Trust’s Simpson Manufacturing SSD Stock Holding History

Colonial Trust’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
2025 Q2	–	Sell	-329	Closed	-$51.7K	–	1141
2025 Q1	$51.7K	Hold	329	–	–	0.01%	530
2024 Q4	$54.6K	Hold	329	–	–	0.01%	566
2024 Q3	$62.9K	Hold	329	–	–	0.01%	517
2024 Q2	$55.4K	Hold	329	–	–	0.01%	502
2024 Q1	$67.5K	Buy	+329	New	+$63.7K	0.01%	475

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

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

BAAM

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

Colonial Trust's SSD Position: Q2 2025 in Review

Colonial Trust sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 329 shares — an estimated $51.7K sold.

Colonial Trust first reported a position in SSD in Q1 2024 and held it in 5 quarters. The position peaked at $67.5K in Q1 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

Colonial Trust reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
Colonial Trust sold 329 Simpson Manufacturing shares in Q2 2025, an estimated $51.7K.
Colonial Trust first reported a position in Simpson Manufacturing in Q1 2024 and held it in 5 quarters.
Colonial Trust's Simpson Manufacturing position peaked at $67.5K in Q1 2024.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Colonial Trust's 13F filing for Q2 2025, filed 13 Aug 2025.