Value Holdings Management Company’s Simpson Manufacturing SSD Stock Holding History

Value Holdings Management Company’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 Q1	–	Sell	-9,000	Closed	-$798K	–	41
2022 Q4	$798K	Sell	9,000 -1,000	-10%	-$87.4K	0.18%	41
2022 Q3	$784K	Hold	10,000	–	–	0.19%	41
2022 Q2	$1.01M	Buy	+10,000	New	+$1.04M	0.24%	44
2021 Q4	–	Sell	-7,000	Closed	-$749K	–	60
2021 Q3	$749K	Hold	7,000	–	–	0.17%	46
2021 Q2	$773K	Hold	7,000	–	–	0.17%	47
2021 Q1	$726K	Buy	7,000 +3,000	+75%	+$300K	0.17%	49
2020 Q4	$374K	Sell	4,000 -3,000	-43%	-$279K	0.14%	55
2020 Q3	$680K	Hold	7,000	–	–	0.23%	36
2020 Q2	$590K	Hold	7,000	–	–	0.21%	38
2020 Q1	$434K	Hold	7,000	–	–	0.21%	34
2019 Q4	$562K	Hold	7,000	–	–	0.2%	29
2019 Q3	$485K	Hold	7,000	–	–	0.17%	31
2019 Q2	$465K	Hold	7,000	–	–	0.15%	33
2019 Q1	$415K	Buy	7,000 +6,000	+600%	+$355K	0.14%	31
2018 Q4	$54K	Buy	+1,000	New	+$58.7K	0.02%	35

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

Value Holdings Management Company's SSD Position: Q1 2023 in Review

Value Holdings Management Company sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 9,000 shares — an estimated $798K sold.

Value Holdings Management Company first reported a position in SSD in Q4 2018 and held it in 15 quarters. The position peaked at $1.01M in Q2 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

Value Holdings Management Company reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
Value Holdings Management Company sold 9,000 Simpson Manufacturing shares in Q1 2023, an estimated $798K.
Value Holdings Management Company first reported a position in Simpson Manufacturing in Q4 2018 and held it in 15 quarters.
Value Holdings Management Company's Simpson Manufacturing position peaked at $1.01M in Q2 2022.
319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Value Holdings Management Company's 13F filing for Q1 2023, filed 12 May 2023.