Simplicity Solutions’s Arch Capital ACGL Stock Holding History

Simplicity Solutions’s Portfolio ACGL Stock Details ACGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$841K	Sell	11,330 -196	-2%	-$16K	0.02%	493
2023 Q3	$919K	Sell	11,526 -533	-4%	-$41.5K	0.03%	435
2023 Q2	$903K	Buy	12,059 +661	+6%	+$47.8K	0.02%	488
2023 Q1	$774K	Buy	11,398 +4,891	+75%	+$321K	0.02%	552
2022 Q4	$409K	Sell	6,507 -8,817	-58%	-$492K	0.06%	390
2022 Q3	$697K	Buy	15,324 +1,498	+11%	+$67.7K	0.1%	248
2022 Q2	$629K	Buy	13,826 +81	+0.6%	+$3.75K	0.08%	265
2022 Q1	$665K	Buy	+13,745	New	+$639K	0.08%	252

Other funds holding ACGL

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Simplicity Solutions's ACGL Position: Q4 2023 in Review

Simplicity Solutions reduced its Arch Capital (ACGL) stake by 1.7% in Q4 2023, selling an estimated $16K and leaving 11,330 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #493.

Simplicity Solutions first reported a position in ACGL in Q1 2022 and has held it in 8 quarters since. The position peaked at $919K in Q3 2023. 763 funds tracked by Wall St. Rank hold ACGL as of Q4 2023.

Simplicity Solutions held 11,330 shares of Arch Capital worth $841K as of Q4 2023.
Simplicity Solutions sold 196 Arch Capital shares in Q4 2023, an estimated $16K.
Arch Capital made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #493 holding.
Simplicity Solutions first reported a position in Arch Capital in Q1 2022 and has held it in 8 quarters since.
Simplicity Solutions's Arch Capital position peaked at $919K in Q3 2023.
763 funds tracked by Wall St. Rank held Arch Capital as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.