LI
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LRI Investments’s Silicon Motion SIMO Stock Holding History

LRI Investments’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33K Sell
4
-49
-92% -$11.4K ﹤0.01% 1315
2026
Q1 		$5.95K Sell
53
-2,321
-98% -$282K ﹤0.01% 1039
2025
Q4 		$220K Sell
2,374
-132
-5% -$12.1K 0.02% 266
2025
Q3 		$238K Sell
2,506
-308
-11% -$24.5K 0.02% 268
2025
Q2 		$212K Buy
2,814
+2,464
+704% +$140K 0.02% 275
2025
Q1 		$17.7K Sell
350
-2,683
-88% -$145K ﹤0.01% 696
2024
Q4 		$164K Buy
3,033
+2,543
+519% +$142K 0.02% 314
2024
Q3 		$26.4K Sell
490
-3,497
-88% -$231K ﹤0.01% 607
2024
Q2 		$323K Buy
+3,987
New +$311K 0.04% 168

Other funds holding SIMO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return