GE Investment Management’s Simplify Market Neutral Equity Long/Short ETF EQLS Stock Holding History

GE Investment Management’s Portfolio EQLS Stock Details EQLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,901,041	Closed	-$128M	–	5
2024 Q3	$128M	Hold	5,901,041	–	–	39.18%	2
2024 Q2	$139M	Hold	5,901,041	–	–	37.65%	2
2024 Q1	$138M	Buy	5,901,041 +1,729,156	+41%	+$40.8M	13.07%	3
2023 Q4	$92.8M	Buy	+4,171,885	New	+$103M	26.6%	2

Other funds holding EQLS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GE Investment Management's EQLS Position: Q4 2024 in Review

GE Investment Management sold out of Simplify Market Neutral Equity Long/Short ETF (EQLS) in Q4 2024, closing a stake of 5,901,041 shares — an estimated $128M sold.

GE Investment Management first reported a position in EQLS in Q4 2023 and held it in 4 quarters. The position peaked at $139M in Q2 2024. 6 funds tracked by Wall St. Rank hold EQLS as of Q4 2024.

GE Investment Management reported no remaining Simplify Market Neutral Equity Long/Short ETF position as of Q4 2024 after selling out during the quarter.
GE Investment Management sold 5,901,041 Simplify Market Neutral Equity Long/Short ETF shares in Q4 2024, an estimated $128M.
GE Investment Management first reported a position in Simplify Market Neutral Equity Long/Short ETF in Q4 2023 and held it in 4 quarters.
GE Investment Management's Simplify Market Neutral Equity Long/Short ETF position peaked at $139M in Q2 2024.
6 funds tracked by Wall St. Rank held Simplify Market Neutral Equity Long/Short ETF as of Q4 2024.

Based on GE Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.