RJT
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Raymond James Trust’s Simpson Manufacturing SSD Stock Holding History

Raymond James Trust’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
2024
Q3 		$947K Buy
4,950
+742
+18% +$133K 0.02% 519
2024
Q2 		$709K Buy
4,208
+669
+19% +$117K 0.02% 584
2024
Q1 		$726K Buy
3,539
+103
+3% +$20K 0.02% 564
2023
Q4 		$680K Sell
3,436
-12
-0.3% -$1.9K 0.02% 564
2023
Q3 		$517K Sell
3,448
-25
-0.7% -$3.8K 0.02% 617
2023
Q2 		$481K Buy
3,473
+19
+0.6% +$2.33K 0.01% 687
2023
Q1 		$379K Sell
3,454
-1
-0% -$105 0.01% 755
2022
Q4 		$307K Sell
3,455
-195
-5% -$17K 0.01% 819
2022
Q3 		$286K Buy
3,650
+335
+10% +$32.4K 0.01% 813
2022
Q2 		$334K Sell
3,315
-162
-5% -$16.8K 0.01% 751
2022
Q1 		$380K Buy
3,477
+143
+4% +$17K 0.01% 752
2021
Q4 		$464K Sell
3,334
-125
-4% -$15.1K 0.01% 677
2021
Q3 		$370K Buy
3,459
+54
+2% +$5.98K 0.01% 754
2021
Q2 		$376K Buy
3,405
+514
+18% +$56.7K 0.01% 754
2021
Q1 		$300K Buy
+2,891
New +$290K 0.01% 829

Other funds holding SSD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Raymond James Trust's SSD Position: Q3 2024 in Review

Raymond James Trust increased its Simpson Manufacturing (SSD) stake by 18% in Q3 2024, buying an estimated $133K and bringing the position to 4,950 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #519.

Raymond James Trust first reported a position in SSD in Q1 2021 and has held it in 15 quarters since. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

  • Raymond James Trust held 4,950 shares of Simpson Manufacturing worth $947K as of Q3 2024.
  • Raymond James Trust bought 742 Simpson Manufacturing shares in Q3 2024, an estimated $133K.
  • Simpson Manufacturing made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #519 holding.
  • Raymond James Trust first reported a position in Simpson Manufacturing in Q1 2021 and has held it in 15 quarters since.
  • 414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.