Private Ocean’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Private Ocean’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 Q2	$9.32K	Sell	100 -47	-32%	-$4.38K	﹤0.01%	390
2024 Q1	$14K	Buy	147 +100	+213%	+$9.54K	﹤0.01%	334
2023 Q4	$4.4K	Hold	47	–	–	﹤0.01%	423
2023 Q3	$3.36K	Hold	47	–	–	﹤0.01%	426
2023 Q2	$3.92K	Hold	47	–	–	﹤0.01%	453
2023 Q1	$3.81K	Buy	+47	New	+$3.81K	﹤0.01%	485

Other funds holding SI

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

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

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 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

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

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

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return