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Meritage Portfolio Management’s Simpson Manufacturing SSD Stock Holding History

Meritage Portfolio Management’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
2022
Q1 		– Sell
-1,515
Closed -$211K – 380
2021
Q4 		$211K Buy
+1,515
New +$183K 0.01% 321

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CCA
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JP Morgan Chase
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State Street
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AllianceBernstein
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meritage Portfolio Management's SSD Position: Q1 2022 in Review

Meritage Portfolio Management sold out of Simpson Manufacturing (SSD) in Q1 2022, closing a stake of 1,515 shares — an estimated $211K sold.

Meritage Portfolio Management first reported a position in SSD in Q4 2021 and held it in 1 quarter. The position peaked at $211K in Q4 2021. 311 funds tracked by Wall St. Rank hold SSD as of Q1 2022.

  • Meritage Portfolio Management reported no remaining Simpson Manufacturing position as of Q1 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 1,515 Simpson Manufacturing shares in Q1 2022, an estimated $211K.
  • Meritage Portfolio Management first reported a position in Simpson Manufacturing in Q4 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's Simpson Manufacturing position peaked at $211K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2022.

Based on Meritage Portfolio Management's 13F filing for Q1 2022, filed 25 Apr 2022.