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Westwood Holdings Group’s Simpson Manufacturing SSD Stock Holding History

Westwood Holdings 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 		– Sell
-4,285
Closed -$593K – 494
2023
Q2 		$593K Buy
+4,285
New +$527K 0.01% 377
2023
Q1 		– Sell
-5,288
Closed -$469K – 596
2022
Q4 		$469K Buy
+5,288
New +$462K ﹤0.01% 413

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Westwood Holdings Group's SSD Position: Q3 2023 in Review

Westwood Holdings Group sold out of Simpson Manufacturing (SSD) in Q3 2023, closing a stake of 4,285 shares — an estimated $593K sold.

Westwood Holdings Group first reported a position in SSD in Q4 2022 and held it in 2 quarters. The position peaked at $593K in Q2 2023. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

  • Westwood Holdings Group reported no remaining Simpson Manufacturing position as of Q3 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 4,285 Simpson Manufacturing shares in Q3 2023, an estimated $593K.
  • Westwood Holdings Group first reported a position in Simpson Manufacturing in Q4 2022 and held it in 2 quarters.
  • Westwood Holdings Group's Simpson Manufacturing position peaked at $593K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.