SimplyRich’s Silicon Motion SIMO Stock Holding History

SimplyRich’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,857	Closed	-$231K	–	225
2024 Q2	$231K	Hold	2,857	–	–	0.07%	166
2024 Q1	$220K	Buy	+2,857	New	+$195K	0.07%	177
2023 Q3	–	Sell	-3,689	Closed	-$265K	–	161
2023 Q2	$265K	Sell	3,689 -15,056	-80%	-$963K	0.09%	152
2023 Q1	$1.23M	Buy	18,745 +403	+2%	+$26.5K	0.46%	57
2022 Q4	$1.19M	Buy	18,342 +12,210	+199%	+$749K	0.47%	56
2022 Q3	$399K	Buy	+6,132	New	+$481K	0.18%	111

Other funds holding SIMO

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KCM

Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

SimplyRich's SIMO Position: Q3 2024 in Review

SimplyRich sold out of Silicon Motion (SIMO) in Q3 2024, closing a stake of 2,857 shares — an estimated $231K sold.

SimplyRich first reported a position in SIMO in Q3 2022 and held it in 6 quarters. The position peaked at $1.23M in Q1 2023. 201 funds tracked by Wall St. Rank hold SIMO as of Q3 2024.

SimplyRich reported no remaining Silicon Motion position as of Q3 2024 after selling out during the quarter.
SimplyRich sold 2,857 Silicon Motion shares in Q3 2024, an estimated $231K.
SimplyRich first reported a position in Silicon Motion in Q3 2022 and held it in 6 quarters.
SimplyRich's Silicon Motion position peaked at $1.23M in Q1 2023.
201 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2024.

Based on SimplyRich's 13F filing for Q3 2024, filed 18 Oct 2024.