Jim Simons
MSB

Jim Simons’s Mesabi Trust MSB Stock Holding History

Jim Simons’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,100
Closed -$210K – 3605
2019
Q2 		$210K Sell
7,100
-1,800
-20% -$53.8K ﹤0.01% 3292
2019
Q1 		$261K Buy
+8,900
New +$255K ﹤0.01% 3140
2018
Q4 		– Sell
-33,500
Closed -$888K – 3520
2018
Q3 		$888K Sell
33,500
-900
-3% -$24.5K ﹤0.01% 2651
2018
Q2 		$845K Buy
34,400
+21,400
+165% +$525K ﹤0.01% 2661
2018
Q1 		$335K Sell
13,000
-57,100
-81% -$1.53M ﹤0.01% 3036
2017
Q4 		$1.76M Sell
70,100
-23,408
-25% -$547K ﹤0.01% 2417
2017
Q3 		$2.15M Buy
93,508
+39,501
+73% +$620K ﹤0.01% 2266
2017
Q2 		$737K Buy
54,007
+31,413
+139% +$446K ﹤0.01% 2662
2017
Q1 		$339K Sell
22,594
-16,699
-42% -$241K ﹤0.01% 2874
2016
Q4 		$420K Buy
+39,293
New +$398K ﹤0.01% 2818
2016
Q2 		– Sell
-35,320
Closed -$212K – 3449
2016
Q1 		$212K Sell
35,320
-140,380
-80% -$687K ﹤0.01% 3065
2015
Q4 		$794K Buy
+175,700
New +$1.35M ﹤0.01% 2566
2014
Q3 		– Sell
-36,343
Closed -$711K – 2898
2014
Q2 		$711K Sell
36,343
-20,560
-36% -$409K ﹤0.01% 2182
2014
Q1 		$1.2M Sell
56,903
-23,497
-29% -$497K ﹤0.01% 1999
2013
Q4 		$1.79M Buy
80,400
+23,300
+41% +$517K ﹤0.01% 1808
2013
Q3 		$1.25M Sell
57,100
-68,958
-55% -$1.35M ﹤0.01% 1901
2013
Q2 		$2.25M Buy
+126,058
New +$2.58M 0.01% 1513

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jim Simons's MSB Position: Q3 2019 in Review

Jim Simons sold out of Mesabi Trust (MSB) in Q3 2019, closing a stake of 7,100 shares — an estimated $210K sold.

Jim Simons first reported a position in MSB in Q2 2013 and held it in 17 quarters. The position peaked at $2.25M in Q2 2013. 45 funds tracked by Wall St. Rank hold MSB as of Q3 2019.

  • Jim Simons reported no remaining Mesabi Trust position as of Q3 2019 after selling out during the quarter.
  • Jim Simons sold 7,100 Mesabi Trust shares in Q3 2019, an estimated $210K.
  • Jim Simons first reported a position in Mesabi Trust in Q2 2013 and held it in 17 quarters.
  • Jim Simons's Mesabi Trust position peaked at $2.25M in Q2 2013.
  • 45 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2019.

Based on Renaissance Technologies's 13F filing for Q3 2019, filed 13 Nov 2019.