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Simplicity Solutions’s Bunge Global BG Stock Holding History

Simplicity Solutions’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.53M Buy
34,977
+3,496
+11% +$366K 0.1% 192
2023
Q3 		$3.41M Sell
31,481
-3,281
-9% -$360K 0.11% 175
2023
Q2 		$3.28M Buy
34,762
+1,460
+4% +$136K 0.09% 208
2023
Q1 		$3.18M Buy
33,302
+4,483
+16% +$436K 0.08% 220
2022
Q4 		$2.88M Buy
28,819
+540
+2% +$51.9K 0.39% 49
2022
Q3 		$2.33M Buy
28,279
+2,377
+9% +$221K 0.34% 58
2022
Q2 		$2.35M Sell
25,902
-2,024
-7% -$225K 0.3% 78
2022
Q1 		$3.09M Sell
27,926
-19,176
-41% -$1.96M 0.38% 53
2021
Q4 		$4.4M Buy
47,102
+25,026
+113% +$2.23M 0.49% 34
2021
Q3 		$1.79M Buy
22,076
+6,222
+39% +$480K 0.28% 81
2021
Q2 		$1.24M Buy
15,854
+2,279
+17% +$192K 0.25% 89
2021
Q1 		$1.08M Buy
+13,575
New +$1.01M 0.24% 91

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's BG Position: Q4 2023 in Review

Simplicity Solutions increased its Bunge Global (BG) stake by 11% in Q4 2023, buying an estimated $366K and bringing the position to 34,977 shares worth $3.53M. The position accounts for 0.1% of the portfolio, ranked #192.

Simplicity Solutions first reported a position in BG in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.4M in Q4 2021. 600 funds tracked by Wall St. Rank hold BG as of Q4 2023.

  • Simplicity Solutions held 34,977 shares of Bunge Global worth $3.53M as of Q4 2023.
  • Simplicity Solutions bought 3,496 Bunge Global shares in Q4 2023, an estimated $366K.
  • Bunge Global made up 0.1% of Simplicity Solutions's portfolio in Q4 2023, its #192 holding.
  • Simplicity Solutions first reported a position in Bunge Global in Q1 2021 and has held it in 12 quarters since.
  • Simplicity Solutions's Bunge Global position peaked at $4.4M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Bunge Global as of Q4 2023.

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