KB Financial Partners’s Simpson Manufacturing SSD Stock Holding History

KB Financial Partners’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
2023 Q3	$1.12M	Sell	7,487 -7	-0.1%	-$1.06K	0.32%	33
2023 Q2	$1.04M	Buy	7,494 +108	+1%	+$13.3K	0.29%	38
2023 Q1	$810K	Buy	7,386 +936	+15%	+$98.2K	0.24%	42
2022 Q4	$572K	Sell	6,450 -723	-10%	-$63.2K	0.2%	69
2022 Q3	$562K	Buy	7,173 +1,250	+21%	+$121K	0.2%	65
2022 Q2	$596K	Buy	5,923 +1,071	+22%	+$111K	0.21%	51
2022 Q1	$529K	Buy	4,852 +809	+20%	+$95.9K	0.15%	73
2021 Q4	$562K	Buy	4,043 +622	+18%	+$75.1K	0.16%	59
2021 Q3	$366K	Buy	3,421 +710	+26%	+$78.6K	0.13%	97
2021 Q2	$299K	Buy	2,711 +913	+51%	+$101K	0.11%	111
2021 Q1	$187K	Buy	+1,798	New	+$180K	0.08%	154

Other funds holding SSD

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KB Financial Partners's SSD Position: Q3 2023 in Review

KB Financial Partners reduced its Simpson Manufacturing (SSD) stake by 0.09% in Q3 2023, selling an estimated $1.06K and leaving 7,487 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #33.

KB Financial Partners first reported a position in SSD in Q1 2021 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

KB Financial Partners held 7,487 shares of Simpson Manufacturing worth $1.12M as of Q3 2023.
KB Financial Partners sold 7 Simpson Manufacturing shares in Q3 2023, an estimated $1.06K.
Simpson Manufacturing made up 0.32% of KB Financial Partners's portfolio in Q3 2023, its #33 holding.
KB Financial Partners first reported a position in Simpson Manufacturing in Q1 2021 and has held it in 11 quarters since.
361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.