Institutions / Sims Investment Management, LLC / Activity
Activity — Sims Investment Management, LLC
42 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 808524201 Common stock | $1.54M | +57K +1.70% | 3,420,432 32.53% of portfolio | low |
| Q4 2025 as of | Trim | 808524607 Common stock | $-757.5K | -27K -1.43% | 1,831,359 18.43% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $603.5K | +7K +20.79% | 40,225 1.24% of portfolio | low |
| Q4 2025 as of | Add | 47804J842 Common stock | $529.2K | +13K +4.07% | 321,946 4.78% of portfolio | low |
| Q4 2025 as of | New | Six Flags Entertainment Corporation/NEW Common stock | $506.2K | +33K | 33,000 0.18% of portfolio | low |
| Q4 2025 as of | Exit | Advance Auto Parts Inc Common stock | $-407.6K | -7K -100.00% | 0 | low |
| Q4 2025 as of | Add | 37954Y483 Common stock | $361.4K | +20K +1.88% | 1,111,105 6.94% of portfolio | low |
| Q4 2025 as of | Trim | 46090E103 Common stock | $-351.4K | -572 -4.45% | 12,268 2.66% of portfolio | low |
| Q4 2025 as of | Add | 37954Y475 Common stock | $251.9K | +6K +1.52% | 412,816 5.93% of portfolio | low |
| Q4 2025 as of | Exit | PROCTER & GAMBLE Co Common stock | $-225.0K | -1K -100.00% | 0 | low |
| Q4 2025 as of | New | ELI LILLY & Co Common stock | $216.0K | +201 | 201 0.08% of portfolio | low |
| Q4 2025 as of | New | General Motors Co Common stock | $203.3K | +3K | 2,500 0.07% of portfolio | low |
| Q4 2025 as of | Trim | 922908363 Common stock | $-164.3K | -262 -6.88% | 3,548 0.79% of portfolio | low |
| Q4 2025 as of | Add | Unitedhealth Group Inc Common stock | $159.5K | +483 +28.11% | 2,201 0.26% of portfolio | low |
| Q4 2025 as of | Trim | 808524797 Common stock | $-140.9K | -5K -0.82% | 619,658 6.01% of portfolio | low |
| Q4 2025 as of | Add | 808524862 Common stock | $119.5K | +5K +1.21% | 410,843 3.54% of portfolio | low |
| Q4 2025 as of | Add | Meta Platforms Inc Common stock | $114.9K | +174 +6.58% | 2,819 0.66% of portfolio | low |
| Q4 2025 as of | Add | 92206C409 Common stock | $104.4K | +1K +4.07% | 33,458 0.94% of portfolio | low |
| Q4 2025 as of | Add | Uber Technologies, Inc Common stock | $99.1K | +1K +2.73% | 45,602 1.32% of portfolio | low |
| Q4 2025 as of | Trim | NVIDIA Corp Common stock | $-87.8K | -471 -8.00% | 5,415 0.36% of portfolio | low |
| Q4 2025 as of | Trim | 27828Y108 Common stock | $-76.3K | -5K -1.35% | 388,911 1.97% of portfolio | low |
| Q4 2025 as of | Trim | Microsoft Corp Common stock | $-75.4K | -156 -10.13% | 1,384 0.24% of portfolio | low |
| Q4 2025 as of | Trim | Amazon.com Inc Common stock | $-65.8K | -285 -14.37% | 1,698 0.14% of portfolio | low |
| Q4 2025 as of | Trim | Carnival Corp Ltd. Common stock | $-49.9K | -2K -2.84% | 55,829 0.60% of portfolio | low |
| Q4 2025 as of | Trim | Exxon Mobil Corp Common stock | $-42.6K | -354 -13.83% | 2,205 0.09% of portfolio | low |
| Q4 2025 as of | Trim | 921937835 Common stock | $-36.1K | -487 -4.80% | 9,649 0.25% of portfolio | low |
| Q4 2025 as of | Trim | 922908769 Common stock | $-34.5K | -103 -10.38% | 889 0.11% of portfolio | low |
| Q4 2025 as of | Trim | 92189F676 Common stock | $-32.8K | -91 -0.75% | 11,990 1.53% of portfolio | low |
| Q4 2025 as of | Trim | Tesla Inc Common stock | $-29.7K | -66 -1.11% | 5,878 0.93% of portfolio | low |
| Q4 2025 as of | Trim | 464287879 Common stock | $-29.0K | -255 -10.05% | 2,282 0.09% of portfolio | low |
| Q4 2025 as of | Trim | JPMorgan Chase & Co Common stock | $-27.1K | -84 -8.62% | 891 0.10% of portfolio | low |
| Q4 2025 as of | Trim | Alphabet Inc. Common stock | $-26.0K | -83 -4.22% | 1,882 0.21% of portfolio | low |
| Q4 2025 as of | Trim | Pursuit Attractions & Hospitality, Inc. Common stock | $-24.0K | -712 -1.89% | 36,898 0.44% of portfolio | low |
| Q4 2025 as of | Trim | Apple Inc. Common stock | $-22.8K | -84 -2.78% | 2,943 0.28% of portfolio | low |
| Q4 2025 as of | Trim | Broadcom Inc. Common stock | $-19.4K | -56 -6.09% | 863 0.11% of portfolio | low |
| Q4 2025 as of | Trim | 92204A702 Common stock | $-18.8K | -25 -3.42% | 706 0.19% of portfolio | low |
| Q4 2025 as of | Trim | 922908751 Common stock | $-13.7K | -53 -4.88% | 1,033 0.09% of portfolio | low |
| Q4 2025 as of | Trim | Warren E. Buffett Common stock | $-10.1K | -20 -1.80% | 1,089 0.19% of portfolio | low |
| Q4 2025 as of | Trim | 27828X100 Common stock | $-9.5K | -625 -0.62% | 100,475 0.54% of portfolio | low |
| Q4 2025 as of | Trim | Royal Caribbean Cruises Ltd Common stock | $-5.6K | -20 -1.94% | 1,010 0.10% of portfolio | low |
| Q4 2025 as of | Add | 46138G649 Common stock | $2.5K | +10 +0.02% | 47,149 4.21% of portfolio | low |
| Q4 2025 as of | Trim | 808524508 Common stock | $-1.4K | -45 -0.19% | 24,180 0.26% of portfolio | low |