AlphaSimPlex Group’s TFS Financial TFSL Stock Holding History

AlphaSimPlex Group’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-76,689	Closed	-$1.13M	–	326
2020 Q3	$1.13M	Buy	+76,689	New	+$1.12M	0.51%	46
2020 Q1	–	Sell	-50,969	Closed	-$1M	–	226
2019 Q4	$1M	Sell	50,969 -4,933	-9%	-$95.2K	0.38%	109
2019 Q3	$1.01M	Hold	55,902	–	–	0.38%	113
2019 Q2	$1.01M	Buy	+55,902	New	+$954K	0.32%	129

Other funds holding TFSL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AlphaSimPlex Group's TFSL Position: Q4 2020 in Review

AlphaSimPlex Group sold out of TFS Financial (TFSL) in Q4 2020, closing a stake of 76,689 shares — an estimated $1.13M sold.

AlphaSimPlex Group first reported a position in TFSL in Q2 2019 and held it in 4 quarters. The position peaked at $1.13M in Q3 2020. 127 funds tracked by Wall St. Rank hold TFSL as of Q4 2020.

AlphaSimPlex Group reported no remaining TFS Financial position as of Q4 2020 after selling out during the quarter.
AlphaSimPlex Group sold 76,689 TFS Financial shares in Q4 2020, an estimated $1.13M.
AlphaSimPlex Group first reported a position in TFS Financial in Q2 2019 and held it in 4 quarters.
AlphaSimPlex Group's TFS Financial position peaked at $1.13M in Q3 2020.
127 funds tracked by Wall St. Rank held TFS Financial as of Q4 2020.

Based on AlphaSimPlex Group's 13F filing for Q4 2020, filed 12 Feb 2021.