MLL
SI

Moody Lynn & Lieberson’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Moody Lynn & Lieberson’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-40,045
Closed -$3.17M – 238
2021
Q2 		$3.17M Sell
40,045
-7,705
-16% -$611K 0.24% 77
2021
Q1 		$3.93M Buy
+47,750
New +$3.93M 0.33% 68
2017
Q4 		– Sell
-55,982
Closed -$3.94M – 225
2017
Q3 		$3.94M Sell
55,982
-100,868
-64% -$7.11M 0.48% 58
2017
Q2 		$10.8M Buy
+156,850
New +$10.8M 1.41% 27

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GIA
Granite Investment Advisors Concord, New Hampshire $618M AUM 31.33% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Moody Lynn & Lieberson's SI Position: Q3 2021 in Review

Moody Lynn & Lieberson sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2021, closing a stake of 40,045 shares — an estimated $3.17M sold.

Moody Lynn & Lieberson first reported a position in SI in Q2 2017 and held it in 4 quarters. The position peaked at $10.8M in Q2 2017. 51 funds tracked by Wall St. Rank hold SI as of Q3 2021.

  • Moody Lynn & Lieberson reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2021 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 40,045 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2021, an estimated $3.17M.
  • Moody Lynn & Lieberson first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2017 and held it in 4 quarters.
  • Moody Lynn & Lieberson's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $10.8M in Q2 2017.
  • 51 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2021.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2021, filed 26 Oct 2021.