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Simplicity Solutions’s Ardmore Shipping ASC Stock Holding History

Simplicity Solutions’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$218K Buy
15,476
+678
+5% +$9.16K 0.01% 947
2023
Q3 		$193K Sell
14,798
-2,225
-13% -$28.6K 0.01% 910
2023
Q2 		$210K Buy
+17,023
New +$227K 0.01% 957

Other funds holding ASC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Solutions's ASC Position: Q4 2023 in Review

Simplicity Solutions increased its Ardmore Shipping (ASC) stake by 4.6% in Q4 2023, buying an estimated $9.16K and bringing the position to 15,476 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #947.

Simplicity Solutions first reported a position in ASC in Q2 2023 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold ASC as of Q4 2023.

  • Simplicity Solutions held 15,476 shares of Ardmore Shipping worth $218K as of Q4 2023.
  • Simplicity Solutions bought 678 Ardmore Shipping shares in Q4 2023, an estimated $9.16K.
  • Ardmore Shipping made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #947 holding.
  • Simplicity Solutions first reported a position in Ardmore Shipping in Q2 2023 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Ardmore Shipping as of Q4 2023.

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