Global Retirement Partners’s Silicon Motion SIMO Stock Holding History

Global Retirement Partners’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 Q4	$105K	Buy	1,131 +532	+89%	+$48.8K	﹤0.01%	1885
2025 Q3	$56.8K	Buy	599 +12	+2%	+$953	﹤0.01%	1827
2025 Q2	$44.1K	Buy	+587	New	+$33.3K	﹤0.01%	1835
2024 Q4	$27.3K	Buy	505 +154	+44%	+$8.62K	﹤0.01%	1920
2024 Q3	$21.3K	Sell	351 -7	-2%	-$461	﹤0.01%	1958
2024 Q2	$29K	Buy	358 +339	+1,784%	+$26.5K	﹤0.01%	1809
2024 Q1	$1.46K	Hold	19	–	–	﹤0.01%	2865
2023 Q4	$1.21K	Hold	19	–	–	﹤0.01%	2841
2023 Q3	$1.01K	Buy	19 +18	+1,800%	+$1.02K	﹤0.01%	2769
2023 Q2	$72	Buy	+1	New	+$64	﹤0.01%	3145
2022 Q3	–	Sell	-52	Closed	-$4K	–	2948
2022 Q2	$4K	Hold	52	–	–	﹤0.01%	1999
2022 Q1	$5K	Buy	+52	New	+$4.05K	﹤0.01%	1908
2021 Q4	–	Sell	-11	Closed	-$1K	–	1529
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	1930
2021 Q2	$1K	Sell	11 -67	-86%	-$4.4K	﹤0.01%	1826
2021 Q1	$5K	Sell	78 -78	-50%	-$4.44K	﹤0.01%	1489
2020 Q4	$8K	Sell	156 -92	-37%	-$3.76K	﹤0.01%	1332
2020 Q3	$9K	Buy	248 +144	+138%	+$5.77K	﹤0.01%	1182
2020 Q2	$5K	Buy	104 +68	+189%	+$3.01K	﹤0.01%	1303
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	1517
2019 Q4	$2K	Buy	+36	New	+$1.54K	﹤0.01%	1485

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

Pertento Partners London, United Kingdom $1.37B 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

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group

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

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return