SimplyRich’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

SimplyRich’s Portfolio NJ Stock Details NJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,964	Closed	-$206K	–	171
2023 Q2	$206K	Buy	+14,964	New	+$206K	0.07%	174
2022 Q4	–	Sell	-14,964	Closed	-$209K	–	175
2022 Q3	$209K	Hold	14,964	–	–	0.09%	152
2022 Q2	$231K	Hold	14,964	–	–	0.1%	147
2022 Q1	$296K	Hold	14,964	–	–	0.1%	146
2021 Q4	$442K	Hold	14,964	–	–	0.15%	121
2021 Q3	$416K	Hold	14,964	–	–	0.15%	118
2021 Q2	$432K	Hold	14,964	–	–	0.2%	108
2021 Q1	$458K	Hold	14,964	–	–	0.18%	109
2020 Q4	$474K	Hold	14,964	–	–	0.21%	98
2020 Q3	$350K	Hold	14,964	–	–	0.18%	108
2020 Q2	$252K	Buy	14,964 +7,482	+100%	+$126K	0.14%	121
2020 Q1	$202K	Hold	7,482	–	–	0.13%	117
2019 Q4	$256K	Hold	7,482	–	–	0.13%	139
2019 Q3	$251K	Hold	7,482	–	–	0.14%	133
2019 Q2	$256K	Buy	+7,482	New	+$256K	0.14%	135
2018 Q4	–	Sell	-7,482	Closed	-$268K	–	154
2018 Q3	$268K	Hold	7,482	–	–	0.15%	139
2018 Q2	$281K	Hold	7,482	–	–	0.16%	139
2018 Q1	$288K	Buy	+7,482	New	+$288K	0.16%	145

Other funds holding NJ

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

SimplyRich's NJ Position: Q3 2023 in Review

SimplyRich sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q3 2023, closing a stake of 14,964 shares — an estimated $206K sold.

SimplyRich first reported a position in NJ in Q1 2018 and held it in 18 quarters. The position peaked at $474K in Q4 2020. 15 funds tracked by Wall St. Rank hold NJ as of Q3 2023.

SimplyRich reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q3 2023 after selling out during the quarter.
SimplyRich sold 14,964 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q3 2023, an estimated $206K.
SimplyRich first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q1 2018 and held it in 18 quarters.
SimplyRich's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $474K in Q4 2020.
15 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q3 2023.

Based on SimplyRich's 13F filing for Q3 2023, filed 20 Oct 2023.