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O'Shaughnessy Asset Management’s Grupo SIMEC SIM Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2
Closed – – 1752
2019
Q4 		$0 Sell
2
-49
-96% -$464 ﹤0.01% 1895
2019
Q3 		$0 Buy
51
+11
+28% +$98 ﹤0.01% 1219
2019
Q2 		$0 Buy
+40
New +$345 ﹤0.01% 1195
2014
Q1 		– Sell
-590
Closed -$7K – 1055
2013
Q4 		$7K Sell
590
-140,751
-100% -$1.62M ﹤0.01% 798
2013
Q3 		$1.69M Sell
141,341
-183,244
-56% -$2.19M 0.04% 259
2013
Q2 		$4.38M Buy
+324,585
New +$4.41M 0.12% 147

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

O'Shaughnessy Asset Management's SIM Position: Q1 2020 in Review

O'Shaughnessy Asset Management sold out of Grupo SIMEC (SIM) in Q1 2020, closing a stake of 2 shares.

O'Shaughnessy Asset Management first reported a position in SIM in Q2 2013 and held it in 6 quarters. The position peaked at $4.38M in Q2 2013. 10 funds tracked by Wall St. Rank hold SIM as of Q1 2020.

  • O'Shaughnessy Asset Management reported no remaining Grupo SIMEC position as of Q1 2020 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 2 Grupo SIMEC shares in Q1 2020.
  • O'Shaughnessy Asset Management first reported a position in Grupo SIMEC in Q2 2013 and held it in 6 quarters.
  • O'Shaughnessy Asset Management's Grupo SIMEC position peaked at $4.38M in Q2 2013.
  • 10 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2020.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2020, filed 13 May 2020.