R Squared’s Simpson Manufacturing SSD Stock Holding History

R Squared’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
2025 Q1	–	Sell	-180	Closed	-$29.8K	–	1341
2024 Q4	$29.8K	Buy	+180	New	+$33K	0.03%	710

Other funds holding SSD

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FMI

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

R Squared's SSD Position: Q1 2025 in Review

R Squared sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 180 shares — an estimated $29.8K sold.

R Squared first reported a position in SSD in Q4 2024 and held it in 1 quarter. The position peaked at $29.8K in Q4 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

R Squared reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
R Squared sold 180 Simpson Manufacturing shares in Q1 2025, an estimated $29.8K.
R Squared first reported a position in Simpson Manufacturing in Q4 2024 and held it in 1 quarter.
R Squared's Simpson Manufacturing position peaked at $29.8K in Q4 2024.
427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.