SS
BELFB

Simplicity Solutions’s Bel Fuse Inc Class B BELFB Stock Holding History

Simplicity Solutions’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$200K Buy
+3,000
New +$161K 0.01% 978
2023
Q3 		– Sell
-5,000
Closed -$287K – 1002
2023
Q2 		$287K Buy
+5,000
New +$229K 0.01% 847

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Solutions's BELFB Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Bel Fuse Inc Class B (BELFB) in Q4 2023: 3,000 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BELFB as recently as Q2 2023.

Simplicity Solutions first reported a position in BELFB in Q2 2023 and has held it in 2 quarters since. The position peaked at $287K in Q2 2023. 146 funds tracked by Wall St. Rank hold BELFB as of Q4 2023.

  • Simplicity Solutions held 3,000 shares of Bel Fuse Inc Class B worth $200K as of Q4 2023.
  • Bel Fuse Inc Class B was a new Simplicity Solutions position in Q4 2023.
  • Bel Fuse Inc Class B made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #978 holding.
  • Simplicity Solutions first reported a position in Bel Fuse Inc Class B in Q2 2023 and has held it in 2 quarters since.
  • Simplicity Solutions's Bel Fuse Inc Class B position peaked at $287K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2023.

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