Schubert & Co’s Simpson Manufacturing SSD Stock Holding History

Schubert & Co’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 Q2	–	Sell	-20	Closed	-$2.19K	–	1311
2023 Q1	$2.19K	Buy	20 +3	+18%	+$315	﹤0.01%	871
2022 Q4	$1.51K	Buy	17 +15	+750%	+$1.31K	﹤0.01%	1018
2022 Q3	$0	Sell	2 -17	-89%	-$1.64K	﹤0.01%	1567
2022 Q2	$2K	Buy	19 +10	+111%	+$1.04K	﹤0.01%	884
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	920
2021 Q4	$1K	Buy	+9	New	+$1.09K	﹤0.01%	864

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

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

CCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Schubert & Co's SSD Position: Q2 2023 in Review

Schubert & Co sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 20 shares — an estimated $2.19K sold.

Schubert & Co first reported a position in SSD in Q4 2021 and held it in 6 quarters. The position peaked at $2.19K in Q1 2023. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

Schubert & Co reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 20 Simpson Manufacturing shares in Q2 2023, an estimated $2.19K.
Schubert & Co first reported a position in Simpson Manufacturing in Q4 2021 and held it in 6 quarters.
Schubert & Co's Simpson Manufacturing position peaked at $2.19K in Q1 2023.
326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.