Westchester Capital Management (New York)’s Silicon Motion SIMO Stock Holding History

Westchester Capital Management (New York)’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 Q4	–	Sell	-25,300	Closed	-$1.54M	–	187
2024 Q3	$1.54M	Sell	25,300 -65,000	-72%	-$4.28M	0.07%	103
2024 Q2	$7.31M	Buy	+90,300	New	+$7.05M	0.27%	57
2023 Q4	–	Sell	-411,699	Closed	-$21.1M	–	289
2023 Q3	$21.1M	Buy	+411,699	New	+$23.4M	0.62%	28
2023 Q2	–	Sell	-304,125	Closed	-$19.9M	–	335
2023 Q1	$19.9M	Buy	304,125 +231,531	+319%	+$15.2M	0.6%	23
2022 Q4	$4.72M	Sell	72,594 -1,000,624	-93%	-$61.4M	0.13%	189
2022 Q3	$70M	Buy	1,073,218 +256,085	+31%	+$20.1M	1.97%	15
2022 Q2	$68.4M	Buy	+817,133	New	+$68.8M	1.91%	11

Other funds holding SIMO

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Westchester Capital Management (New York)'s SIMO Position: Q4 2024 in Review

Westchester Capital Management (New York) sold out of Silicon Motion (SIMO) in Q4 2024, closing a stake of 25,300 shares — an estimated $1.54M sold.

Westchester Capital Management (New York) first reported a position in SIMO in Q2 2022 and held it in 7 quarters. The position peaked at $70M in Q3 2022. 202 funds tracked by Wall St. Rank hold SIMO as of Q4 2024.

Westchester Capital Management (New York) reported no remaining Silicon Motion position as of Q4 2024 after selling out during the quarter.
Westchester Capital Management (New York) sold 25,300 Silicon Motion shares in Q4 2024, an estimated $1.54M.
Westchester Capital Management (New York) first reported a position in Silicon Motion in Q2 2022 and held it in 7 quarters.
Westchester Capital Management (New York)'s Silicon Motion position peaked at $70M in Q3 2022.
202 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.