Pathstone Family Office’s Simpson Manufacturing SSD Stock Holding History

Pathstone Family Office’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$257K	Buy	+1,714	New	+$261K	﹤0.01%	1381
2014 Q1	–	Sell	-1,280	Closed	-$47K	–	230
2013 Q4	$47K	Buy	+1,280	New	+$44.5K	0.1%	59
2013 Q3	–	Sell	-1,280	Closed	-$38K	–	413
2013 Q2	$38K	Buy	+1,280	New	+$37.6K	0.04%	142

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pathstone Family Office's SSD Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Simpson Manufacturing (SSD) in Q3 2023: 1,714 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in SSD as recently as Q4 2013.

Pathstone Family Office first reported a position in SSD in Q2 2013 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

Pathstone Family Office held 1,714 shares of Simpson Manufacturing worth $257K as of Q3 2023.
Simpson Manufacturing was a new Pathstone Family Office position in Q3 2023.
Simpson Manufacturing made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1381 holding.
Pathstone Family Office first reported a position in Simpson Manufacturing in Q2 2013 and has held it in 3 quarters since.
361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.