Cornerstone Planning Group’s Silicon Motion SIMO Stock Holding History

Cornerstone Planning Group’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-109	Closed	-$4.57K	–	1668
2025 Q1	$4.57K	Hold	109	–	–	﹤0.01%	761
2024 Q4	$5.56K	Hold	109	–	–	﹤0.01%	556
2024 Q3	$6.33K	Sell	109 -1	-0.9%	-$66	﹤0.01%	519
2024 Q2	$6.42K	Hold	110	–	–	﹤0.01%	520
2024 Q1	$8.09K	Buy	110 +1	+0.9%	+$68	﹤0.01%	445
2023 Q4	$6.7K	Hold	109	–	–	﹤0.01%	493
2023 Q3	$5.61K	Hold	109	–	–	﹤0.01%	512
2023 Q2	$7.86K	Buy	+109	New	+$6.97K	﹤0.01%	748
2022 Q4	$7.12K	Buy	+109	New	+$6.68K	﹤0.01%	746

Other funds holding SIMO

Fidelity Investments

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return