• 13F History

SIMS INVESTMENT MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$177M
Signature - Title
Elizabeth Manteau - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by SIMS INVESTMENT MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SIMS INVESTMENT MANAGEMENT, LLC reported 37 stock holdings with total value $177M as of Q4 2024. Top holdings included SCHX, SCHA, QYLD, XYLD, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 37 $177M $0 $0 SCHX, SCHA, QYLD, XYLD, SCHD 13F-HR 2/5/2025, 01:54 PM