FourThought Financial’s Simpson Manufacturing SSD Stock Holding History

FourThought Financial’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
2022 Q3	$256K	Buy	3,264 +776	+31%	+$75K	0.04%	263
2022 Q2	$250K	Buy	2,488 +604	+32%	+$62.7K	0.04%	287
2022 Q1	$205K	Buy	1,884 +92	+5%	+$10.9K	0.03%	334
2021 Q4	$249K	Sell	1,792 -197	-10%	-$23.8K	0.03%	310
2021 Q3	$212K	Buy	1,989 +103	+5%	+$11.4K	0.03%	331
2021 Q2	$208K	Sell	1,886 -622	-25%	-$68.7K	0.03%	343
2021 Q1	$260K	Buy	2,508 +553	+28%	+$55.4K	0.04%	310
2020 Q4	$182K	Buy	+1,955	New	+$182K	0.03%	354

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FourThought Financial's SSD Position: Q3 2022 in Review

FourThought Financial increased its Simpson Manufacturing (SSD) stake by 31% in Q3 2022, buying an estimated $75K and bringing the position to 3,264 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #263.

FourThought Financial first reported a position in SSD in Q4 2020 and has held it in 8 quarters since. The position peaked at $260K in Q1 2021. 298 funds tracked by Wall St. Rank hold SSD as of Q3 2022.

FourThought Financial held 3,264 shares of Simpson Manufacturing worth $256K as of Q3 2022.
FourThought Financial bought 776 Simpson Manufacturing shares in Q3 2022, an estimated $75K.
Simpson Manufacturing made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #263 holding.
FourThought Financial first reported a position in Simpson Manufacturing in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Simpson Manufacturing position peaked at $260K in Q1 2021.
298 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.