McKinley Capital Management’s Simulations Plus SLP Stock Holding History

McKinley Capital Management’s Portfolio SLP Stock Details SLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,630	Closed	-$944K	–	172
2023 Q3	$944K	Hold	22,630	–	–	0.13%	127
2023 Q2	$981K	Sell	22,630 -3,000	-12%	-$131K	0.13%	125
2023 Q1	$1.13M	Hold	25,630	–	–	0.15%	123
2022 Q4	$937K	Hold	25,630	–	–	0.13%	133
2022 Q3	$1.24M	Buy	+25,630	New	+$1.5M	0.17%	123
2016 Q2	–	Sell	-150,021	Closed	-$1.32M	–	496
2016 Q1	$1.32M	Buy	+150,021	New	+$1.47M	0.06%	207

Other funds holding SLP

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

CCA

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

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

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

McKinley Capital Management's SLP Position: Q4 2023 in Review

McKinley Capital Management sold out of Simulations Plus (SLP) in Q4 2023, closing a stake of 22,630 shares — an estimated $944K sold.

McKinley Capital Management first reported a position in SLP in Q1 2016 and held it in 6 quarters. The position peaked at $1.32M in Q1 2016. 168 funds tracked by Wall St. Rank hold SLP as of Q4 2023.

McKinley Capital Management reported no remaining Simulations Plus position as of Q4 2023 after selling out during the quarter.
McKinley Capital Management sold 22,630 Simulations Plus shares in Q4 2023, an estimated $944K.
McKinley Capital Management first reported a position in Simulations Plus in Q1 2016 and held it in 6 quarters.
McKinley Capital Management's Simulations Plus position peaked at $1.32M in Q1 2016.
168 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.