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Simplicity Solutions’s Banco Bradesco BBD Stock Holding History

Simplicity Solutions’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$161K Buy
+45,919
New +$144K ﹤0.01% 985
2023
Q2 		– Sell
-11,750
Closed -$30.8K – 1070
2023
Q1 		$30.8K Buy
+11,750
New +$31.3K ﹤0.01% 1113

Other funds holding BBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Simplicity Solutions's BBD Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Banco Bradesco (BBD) in Q4 2023: 45,919 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BBD as recently as Q1 2023.

Simplicity Solutions first reported a position in BBD in Q1 2023 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold BBD as of Q4 2023.

  • Simplicity Solutions held 45,919 shares of Banco Bradesco worth $161K as of Q4 2023.
  • Banco Bradesco was a new Simplicity Solutions position in Q4 2023.
  • Banco Bradesco made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #985 holding.
  • Simplicity Solutions first reported a position in Banco Bradesco in Q1 2023 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2023.

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