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USA Financial Formulas’s Simulations Plus SLP Stock Holding History

USA Financial Formulas’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,582
Closed -$195K – 407
2020
Q3 		$195K Buy
+2,582
New +$166K 0.15% 102

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

USA Financial Formulas's SLP Position: Q4 2020 in Review

USA Financial Formulas sold out of Simulations Plus (SLP) in Q4 2020, closing a stake of 2,582 shares — an estimated $195K sold.

USA Financial Formulas first reported a position in SLP in Q3 2020 and held it in 1 quarter. The position peaked at $195K in Q3 2020. 193 funds tracked by Wall St. Rank hold SLP as of Q4 2020.

  • USA Financial Formulas reported no remaining Simulations Plus position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 2,582 Simulations Plus shares in Q4 2020, an estimated $195K.
  • USA Financial Formulas first reported a position in Simulations Plus in Q3 2020 and held it in 1 quarter.
  • USA Financial Formulas's Simulations Plus position peaked at $195K in Q3 2020.
  • 193 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.