Mackenzie Financial’s Simpson Manufacturing SSD Stock Holding History

Mackenzie Financial’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 Q3	–	Sell	-2,689	Closed	-$453K	–	1672
2024 Q2	$453K	Sell	2,689 -2,330	-46%	-$408K	﹤0.01%	1044
2024 Q1	$1.03M	Buy	5,019 +2,330	+87%	+$451K	﹤0.01%	872
2023 Q4	$532K	Hold	2,689	–	–	﹤0.01%	981
2023 Q3	$392K	Hold	2,689	–	–	﹤0.01%	1064
2023 Q2	$367K	Sell	2,689 -1,975	-42%	-$243K	﹤0.01%	1111
2023 Q1	$511K	Buy	4,664 +35	+0.8%	+$3.67K	﹤0.01%	1020
2022 Q4	$410K	Buy	4,629 +1,798	+64%	+$157K	﹤0.01%	992
2022 Q3	$222K	Sell	2,831 -190	-6%	-$18.4K	﹤0.01%	1208
2022 Q2	$304K	Buy	3,021 +340	+13%	+$35.3K	﹤0.01%	1090
2022 Q1	$292K	Buy	2,681 +144	+6%	+$17.1K	﹤0.01%	1129
2021 Q4	$353K	Sell	2,537 -17	-0.7%	-$2.05K	﹤0.01%	1088
2021 Q3	$273K	Buy	+2,554	New	+$283K	﹤0.01%	1176

Other funds holding SSD

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

BlackRock New York $5.72T AUM 30.48% 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

CCA

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Mackenzie Financial's SSD Position: Q3 2024 in Review

Mackenzie Financial sold out of Simpson Manufacturing (SSD) in Q3 2024, closing a stake of 2,689 shares — an estimated $453K sold.

Mackenzie Financial first reported a position in SSD in Q3 2021 and held it in 12 quarters. The position peaked at $1.03M in Q1 2024. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

Mackenzie Financial reported no remaining Simpson Manufacturing position as of Q3 2024 after selling out during the quarter.
Mackenzie Financial sold 2,689 Simpson Manufacturing shares in Q3 2024, an estimated $453K.
Mackenzie Financial first reported a position in Simpson Manufacturing in Q3 2021 and held it in 12 quarters.
Mackenzie Financial's Simpson Manufacturing position peaked at $1.03M in Q1 2024.
414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.