Eagle Ridge Investment Management’s Simpson Manufacturing SSD Stock Holding History

Eagle Ridge Investment Management’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 Q1	–	Sell	-115,036	Closed	-$10.2M	–	160
2022 Q4	$10.2M	Sell	115,036 -21,148	-16%	-$1.85M	1.19%	40
2022 Q3	$10.7M	Buy	136,184 +402	+0.3%	+$38.9K	1.34%	25
2022 Q2	$13.7M	Sell	135,782 -349	-0.3%	-$36.2K	1.65%	17
2022 Q1	$14.8M	Sell	136,131 -438	-0.3%	-$51.9K	1.58%	18
2021 Q4	$19M	Buy	136,569 +794	+0.6%	+$95.8K	1.99%	11
2021 Q3	$14.5M	Buy	135,775 +1,984	+1%	+$220K	1.62%	18
2021 Q2	$14.8M	Buy	133,791 +905	+0.7%	+$99.9K	1.71%	16
2021 Q1	$13.8M	Buy	+132,886	New	+$13.3M	1.67%	16

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

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

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

CCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Eagle Ridge Investment Management's SSD Position: Q1 2023 in Review

Eagle Ridge Investment Management sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 115,036 shares — an estimated $10.2M sold.

Eagle Ridge Investment Management first reported a position in SSD in Q1 2021 and held it in 8 quarters. The position peaked at $19M in Q4 2021. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

Eagle Ridge Investment Management reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
Eagle Ridge Investment Management sold 115,036 Simpson Manufacturing shares in Q1 2023, an estimated $10.2M.
Eagle Ridge Investment Management first reported a position in Simpson Manufacturing in Q1 2021 and held it in 8 quarters.
Eagle Ridge Investment Management's Simpson Manufacturing position peaked at $19M in Q4 2021.
319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.