KLR Investment Advisors’s Simpson Manufacturing SSD Stock Holding History

KLR Investment Advisors’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
2024 Q1	$406K	Sell	2,190 -23	-1%	-$4.46K	0.29%	95
2023 Q4	$438K	Sell	2,213 -453	-17%	-$71.8K	0.32%	86
2023 Q3	$292K	Buy	+2,666	New	+$405K	0.27%	127
2023 Q2	–	Sell	-2,773	Closed	-$304K	–	188
2023 Q1	$304K	Sell	2,773 -881	-24%	-$92.4K	0.27%	125
2022 Q4	$324K	Buy	+3,654	New	+$319K	0.27%	129

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

KLR Investment Advisors's SSD Position: Q1 2024 in Review

KLR Investment Advisors reduced its Simpson Manufacturing (SSD) stake by 1% in Q1 2024, selling an estimated $4.46K and leaving 2,190 shares worth $406K. The position accounts for 0.29% of the portfolio, ranked #95.

KLR Investment Advisors first reported a position in SSD in Q4 2022 and has held it in 5 quarters since. The position peaked at $438K in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

KLR Investment Advisors held 2,190 shares of Simpson Manufacturing worth $406K as of Q1 2024.
KLR Investment Advisors sold 23 Simpson Manufacturing shares in Q1 2024, an estimated $4.46K.
Simpson Manufacturing made up 0.29% of KLR Investment Advisors's portfolio in Q1 2024, its #95 holding.
KLR Investment Advisors first reported a position in Simpson Manufacturing in Q4 2022 and has held it in 5 quarters since.
KLR Investment Advisors's Simpson Manufacturing position peaked at $438K in Q4 2023.
394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.