KI
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Kula Investments’s Simpson Manufacturing SSD Stock Holding History

Kula Investments’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
Q1 		$383K Sell
3,493
-2,656
-43% -$279K 0.09% 382
2022
Q4 		$545K Buy
+6,149
New +$537K 0.16% 191

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
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

Kula Investments's SSD Position: Q1 2023 in Review

Kula Investments reduced its Simpson Manufacturing (SSD) stake by 43% in Q1 2023, selling an estimated $279K and leaving 3,493 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #382.

Kula Investments first reported a position in SSD in Q4 2022 and has held it in 2 quarters since. The position peaked at $545K in Q4 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

  • Kula Investments held 3,493 shares of Simpson Manufacturing worth $383K as of Q1 2023.
  • Kula Investments sold 2,656 Simpson Manufacturing shares in Q1 2023, an estimated $279K.
  • Simpson Manufacturing made up 0.09% of Kula Investments's portfolio in Q1 2023, its #382 holding.
  • Kula Investments first reported a position in Simpson Manufacturing in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Simpson Manufacturing position peaked at $545K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.