OPS
SLP icon

Orion Portfolio Solutions’s Simulations Plus SLP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-23
Closed -$1K – 1780
2020
Q2 		$1K Buy
23
+7
+44% +$308 ﹤0.01% 2070
2020
Q1 		$1K Buy
16
+3
+23% +$100 ﹤0.01% 1802
2019
Q4 		$0 Buy
+13
New +$440 ﹤0.01% 1937

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Orion Portfolio Solutions's SLP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Simulations Plus (SLP) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SLP in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 171 funds tracked by Wall St. Rank hold SLP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Simulations Plus position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 23 Simulations Plus shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Simulations Plus in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Simulations Plus position peaked at $1K in Q2 2020.
  • 171 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.