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Steward Financial Group’s Simpson Manufacturing SSD Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+36
New +$5.47K ﹤0.01% 649
2022
Q3 		– Sell
-10
Closed -$1K – 1152
2022
Q2 		$1K Buy
+10
New +$1.04K ﹤0.01% 866

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JP Morgan Chase
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State Street
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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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

Steward Financial Group's SSD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Simpson Manufacturing (SSD) in Q3 2023: 36 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SSD as recently as Q2 2022.

Steward Financial Group first reported a position in SSD in Q2 2022 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

  • Steward Financial Group held 36 shares of Simpson Manufacturing worth $5K as of Q3 2023.
  • Simpson Manufacturing was a new Steward Financial Group position in Q3 2023.
  • Simpson Manufacturing made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #649 holding.
  • Steward Financial Group first reported a position in Simpson Manufacturing in Q2 2022 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.