ORG Partners’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

ORG Partners’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
2024 Q3	–	Sell	-35	Closed	-$3.33K	–	1420
2024 Q2	$3.33K	Buy	35 +10	+40%	+$951	﹤0.01%	1454
2024 Q1	$2.38K	Buy	+25	New	+$2.38K	﹤0.01%	392
2023 Q4	–	Sell	-18	Closed	-$1.29K	–	1404
2023 Q3	$1.29K	Sell	18 -29	-62%	-$2.07K	﹤0.01%	1126
2023 Q2	$4K	Buy	+47	New	+$4K	﹤0.01%	1111

Other funds holding SI

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return

Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return