Wellington Shields & Co’s Stratasys SSYS Stock Holding History

Wellington Shields & Co’s Portfolio SSYS Stock Details SSYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,000	Closed	-$35.5K	–	300
2023 Q2	$35.5K	Sell	2,000 -20,000	-91%	-$313K	0.01%	272
2023 Q1	$364K	Hold	22,000	–	–	0.08%	145
2022 Q4	$261K	Hold	22,000	–	–	0.06%	171
2022 Q3	$317K	Hold	22,000	–	–	0.14%	139
2022 Q2	$412K	Hold	22,000	–	–	0.1%	124
2022 Q1	$559K	Hold	22,000	–	–	0.18%	115
2021 Q4	$539K	Hold	22,000	–	–	0.11%	116
2021 Q3	$473K	Hold	22,000	–	–	0.17%	116
2021 Q2	$569K	Hold	22,000	–	–	0.19%	104
2021 Q1	$570K	Hold	22,000	–	–	0.2%	95
2020 Q4	$456K	Sell	22,000 -28,000	-56%	-$449K	0.16%	105
2020 Q3	$623K	Sell	50,000 -6,000	-11%	-$87.6K	0.26%	81
2020 Q2	$888K	Hold	56,000	–	–	0.39%	65
2020 Q1	$893K	Sell	56,000 -2,500	-4%	-$45.5K	0.49%	54
2019 Q4	$1.18M	Buy	+58,500	New	+$1.17M	0.52%	55
2019 Q3	–	Sell	-116,500	Closed	-$3.42M	–	192
2019 Q2	$3.42M	Buy	+116,500	New	+$2.77M	1.61%	10

Other funds holding SSYS

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return