Simon Quick Advisors’s Flowserve FLS Stock Holding History

Simon Quick Advisors’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,428	Closed	-$255K	–	618
2024 Q4	$255K	Buy	+4,428	New	+$254K	0.02%	387

Other funds holding FLS

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Simon Quick Advisors's FLS Position: Q1 2025 in Review

Simon Quick Advisors sold out of Flowserve (FLS) in Q1 2025, closing a stake of 4,428 shares — an estimated $255K sold.

Simon Quick Advisors first reported a position in FLS in Q4 2024 and held it in 1 quarter. The position peaked at $255K in Q4 2024. 483 funds tracked by Wall St. Rank hold FLS as of Q1 2025.

Simon Quick Advisors reported no remaining Flowserve position as of Q1 2025 after selling out during the quarter.
Simon Quick Advisors sold 4,428 Flowserve shares in Q1 2025, an estimated $255K.
Simon Quick Advisors first reported a position in Flowserve in Q4 2024 and held it in 1 quarter.
Simon Quick Advisors's Flowserve position peaked at $255K in Q4 2024.
483 funds tracked by Wall St. Rank held Flowserve as of Q1 2025.

Based on Simon Quick Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.