EWM
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Empirical Wealth Management’s Standard Motor Products SMP Stock Holding History

Empirical Wealth Management’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,555
Closed -$320K – 604
2024
Q2 		$320K Buy
11,555
+4,561
+65% +$142K 0.01% 446
2024
Q1 		$235K Buy
6,994
+495
+8% +$18.1K 0.01% 478
2023
Q4 		$259K Buy
6,499
+307
+5% +$10.9K 0.01% 426
2023
Q3 		$208K Buy
+6,192
New +$226K 0.01% 441

Other funds holding SMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Empirical Wealth Management's SMP Position: Q3 2024 in Review

Empirical Wealth Management sold out of Standard Motor Products (SMP) in Q3 2024, closing a stake of 11,555 shares — an estimated $320K sold.

Empirical Wealth Management first reported a position in SMP in Q3 2023 and held it in 4 quarters. The position peaked at $320K in Q2 2024. 164 funds tracked by Wall St. Rank hold SMP as of Q3 2024.

  • Empirical Wealth Management reported no remaining Standard Motor Products position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 11,555 Standard Motor Products shares in Q3 2024, an estimated $320K.
  • Empirical Wealth Management first reported a position in Standard Motor Products in Q3 2023 and held it in 4 quarters.
  • Empirical Wealth Management's Standard Motor Products position peaked at $320K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Standard Motor Products as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.