Kaizen Advisory’s Simpson Manufacturing SSD Stock Holding History

Kaizen Advisory’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
2018 Q1	–	Sell	-24,426	Closed	-$1.4M	–	617
2017 Q4	$1.4M	Buy	+24,426	New	+$1.35M	0.84%	22

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's SSD Position: Q1 2018 in Review

Kaizen Advisory sold out of Simpson Manufacturing (SSD) in Q1 2018, closing a stake of 24,426 shares — an estimated $1.4M sold.

Kaizen Advisory first reported a position in SSD in Q4 2017 and held it in 1 quarter. The position peaked at $1.4M in Q4 2017. 198 funds tracked by Wall St. Rank hold SSD as of Q1 2018.

Kaizen Advisory reported no remaining Simpson Manufacturing position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 24,426 Simpson Manufacturing shares in Q1 2018, an estimated $1.4M.
Kaizen Advisory first reported a position in Simpson Manufacturing in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Simpson Manufacturing position peaked at $1.4M in Q4 2017.
198 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.