Morse Asset Management’s Silicon Motion SIMO Stock Holding History

Morse Asset Management’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
2024 Q3	–	Sell	-12,700	Closed	-$1.03M	–	351
2024 Q2	$1.03M	Buy	12,700 +3,600	+40%	+$281K	0.25%	83
2024 Q1	$700K	Buy	+9,100	New	+$621K	0.18%	95
2018 Q4	–	Sell	-23,230	Closed	-$1.25M	–	134
2018 Q3	$1.25M	Buy	23,230 +3,625	+18%	+$201K	0.33%	76
2018 Q2	$1.04M	Buy	19,605 +7,955	+68%	+$390K	0.28%	82
2018 Q1	$561K	Buy	+11,650	New	+$559K	0.16%	105
2017 Q3	–	Sell	-57,650	Closed	-$2.78M	–	135
2017 Q2	$2.78M	Buy	57,650 +5,925	+11%	+$293K	0.91%	38
2017 Q1	$2.42M	Buy	+51,725	New	+$2.2M	0.83%	42

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

KCM

Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

Morse Asset Management's SIMO Position: Q3 2024 in Review

Morse Asset Management sold out of Silicon Motion (SIMO) in Q3 2024, closing a stake of 12,700 shares — an estimated $1.03M sold.

Morse Asset Management first reported a position in SIMO in Q1 2017 and held it in 7 quarters. The position peaked at $2.78M in Q2 2017. 202 funds tracked by Wall St. Rank hold SIMO as of Q3 2024.

Morse Asset Management reported no remaining Silicon Motion position as of Q3 2024 after selling out during the quarter.
Morse Asset Management sold 12,700 Silicon Motion shares in Q3 2024, an estimated $1.03M.
Morse Asset Management first reported a position in Silicon Motion in Q1 2017 and held it in 7 quarters.
Morse Asset Management's Silicon Motion position peaked at $2.78M in Q2 2017.
202 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2024.

Based on Morse Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.