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Disciplined Investments’s Simpson Manufacturing SSD Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-10
Closed -$1.39K – 1347
2023
Q2 		$1.39K Buy
10
+1
+11% +$123 ﹤0.01% 818
2023
Q1 		$987 Buy
9
+2
+29% +$210 ﹤0.01% 963
2022
Q4 		$621 Buy
7
+4
+133% +$349 ﹤0.01% 1108
2022
Q3 		$0 Sell
3
-5
-63% -$484 ﹤0.01% 1596
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1113
2022
Q1 		$1K Buy
+8
New +$948 ﹤0.01% 1180

Other funds holding SSD

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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
State Street
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Disciplined Investments's SSD Position: Q3 2023 in Review

Disciplined Investments sold out of Simpson Manufacturing (SSD) in Q3 2023, closing a stake of 10 shares — an estimated $1.39K sold.

Disciplined Investments first reported a position in SSD in Q1 2022 and held it in 6 quarters. The position peaked at $1.39K in Q2 2023. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

  • Disciplined Investments reported no remaining Simpson Manufacturing position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Simpson Manufacturing shares in Q3 2023, an estimated $1.39K.
  • Disciplined Investments first reported a position in Simpson Manufacturing in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Simpson Manufacturing position peaked at $1.39K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.