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Running Oak Capital’s Simpson Manufacturing SSD Stock Holding History

Running Oak Capital’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
Q1 		– Sell
-57,869
Closed -$5.13M – 61
2022
Q4 		$5.13M Sell
57,869
-511
-0.9% -$44.6K 1.51% 50
2022
Q3 		$4.58M Buy
+58,380
New +$5.65M 1.58% 47

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Running Oak Capital's SSD Position: Q1 2023 in Review

Running Oak Capital sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 57,869 shares — an estimated $5.13M sold.

Running Oak Capital first reported a position in SSD in Q3 2022 and held it in 2 quarters. The position peaked at $5.13M in Q4 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

  • Running Oak Capital reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
  • Running Oak Capital sold 57,869 Simpson Manufacturing shares in Q1 2023, an estimated $5.13M.
  • Running Oak Capital first reported a position in Simpson Manufacturing in Q3 2022 and held it in 2 quarters.
  • Running Oak Capital's Simpson Manufacturing position peaked at $5.13M in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Running Oak Capital's 13F filing for Q1 2023, filed 15 May 2023.