Lee Financial Group Hawaii’s Simpson Manufacturing SSD Stock Holding History

Lee Financial Group Hawaii’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
2020 Q1	–	Sell	-37,557	Closed	-$3.01M	–	30
2019 Q4	$3.01M	Sell	37,557 -536	-1%	-$41.8K	2.38%	16
2019 Q3	$2.64M	Buy	38,093 +742	+2%	+$48.2K	2.36%	18
2019 Q2	$2.48M	Sell	37,351 -30	-0.1%	-$1.92K	2.12%	19
2019 Q1	$2.22M	Buy	37,381 +2,413	+7%	+$143K	2.06%	13
2018 Q4	$1.89M	Sell	34,968 -256	-0.7%	-$15K	2.03%	15
2018 Q3	$2.55M	Buy	35,224 +1,358	+4%	+$96.2K	2.27%	17
2018 Q2	$2.11M	Buy	+33,866	New	+$2.06M	1.95%	18

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

CCA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Financial Group Hawaii's SSD Position: Q1 2020 in Review

Lee Financial Group Hawaii sold out of Simpson Manufacturing (SSD) in Q1 2020, closing a stake of 37,557 shares — an estimated $3.01M sold.

Lee Financial Group Hawaii first reported a position in SSD in Q2 2018 and held it in 7 quarters. The position peaked at $3.01M in Q4 2019. 264 funds tracked by Wall St. Rank hold SSD as of Q1 2020.

Lee Financial Group Hawaii reported no remaining Simpson Manufacturing position as of Q1 2020 after selling out during the quarter.
Lee Financial Group Hawaii sold 37,557 Simpson Manufacturing shares in Q1 2020, an estimated $3.01M.
Lee Financial Group Hawaii first reported a position in Simpson Manufacturing in Q2 2018 and held it in 7 quarters.
Lee Financial Group Hawaii's Simpson Manufacturing position peaked at $3.01M in Q4 2019.
264 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2020, filed 4 May 2020.