Henry James International Management’s Silicon Motion SIMO Stock Holding History

Henry James International Management’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
2026 Q3	$1.11M	Sell	3,947 -495	-11%	-$131K	0.33%	57
2026 Q2	$1.48M	Buy	4,442 +827	+23%	+$192K	0.44%	50
2026 Q1	$406K	Buy	+3,615	New	+$439K	0.15%	81
2024 Q2	–	Sell	-8,024	Closed	-$617K	–	116
2024 Q1	$617K	Sell	8,024 -894	-10%	-$61.1K	0.19%	86
2023 Q4	$546K	Buy	8,918 +3	+0%	+$172	0.21%	87
2023 Q3	$457K	Sell	8,915 -908	-9%	-$51.6K	0.2%	91
2023 Q2	$706K	Sell	9,823 -2	-0%	-$128	0.31%	63
2023 Q1	$644K	Sell	9,825 -20	-0.2%	-$1.31K	0.27%	71
2022 Q4	$640K	Sell	9,845 -63	-0.6%	-$3.86K	0.31%	68
2022 Q3	$646K	Buy	9,908 +9	+0.1%	+$705	0.36%	57
2022 Q2	$829K	Buy	9,899 +5,008	+102%	+$422K	0.42%	49
2022 Q1	$327K	Sell	4,891 -22,568	-82%	-$1.76M	0.13%	92
2021 Q4	$2.61M	Buy	27,459 +3,360	+14%	+$253K	0.8%	32
2021 Q3	$1.66M	Buy	24,099 +267	+1%	+$18.9K	0.52%	52
2021 Q2	$1.53M	Buy	23,832 +2,446	+11%	+$161K	0.44%	65
2021 Q1	$1.27M	Buy	+21,386	New	+$1.22M	0.38%	63
2018 Q4	–	Sell	-5,045	Closed	-$271K	–	144
2018 Q3	$271K	Buy	+5,045	New	+$279K	0.1%	210

Other funds holding SIMO

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

WTG

West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Henry James International Management's SIMO Position: Q3 2026 in Review

Henry James International Management reduced its Silicon Motion (SIMO) stake by 11% in Q3 2026, selling an estimated $131K and leaving 3,947 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #57.

Henry James International Management first reported a position in SIMO in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.61M in Q4 2021. 25 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

Henry James International Management held 3,947 shares of Silicon Motion worth $1.11M as of Q3 2026.
Henry James International Management sold 495 Silicon Motion shares in Q3 2026, an estimated $131K.
Silicon Motion made up 0.33% of Henry James International Management's portfolio in Q3 2026, its #57 holding.
Henry James International Management first reported a position in Silicon Motion in Q3 2018 and has held it in 17 quarters since.
Henry James International Management's Silicon Motion position peaked at $2.61M in Q4 2021.
25 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

Based on Henry James International Management's 13F filing for Q3 2026, filed 14 Oct 2026.