SS
BHR

Simplicity Solutions’s Braemar Hotels & Resorts BHR Stock Holding History

Simplicity Solutions’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,776
Closed -$63.4K – 1003
2023
Q2 		$63.4K Buy
15,776
+4,644
+42% +$18.3K ﹤0.01% 1023
2023
Q1 		$43K Buy
+11,132
New +$51.9K ﹤0.01% 1099

Other funds holding BHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $49M AUM 17.65% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Simplicity Solutions's BHR Position: Q3 2023 in Review

Simplicity Solutions sold out of Braemar Hotels & Resorts (BHR) in Q3 2023, closing a stake of 15,776 shares — an estimated $63.4K sold.

Simplicity Solutions first reported a position in BHR in Q1 2023 and held it in 2 quarters. The position peaked at $63.4K in Q2 2023. 120 funds tracked by Wall St. Rank hold BHR as of Q3 2023.

  • Simplicity Solutions reported no remaining Braemar Hotels & Resorts position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 15,776 Braemar Hotels & Resorts shares in Q3 2023, an estimated $63.4K.
  • Simplicity Solutions first reported a position in Braemar Hotels & Resorts in Q1 2023 and held it in 2 quarters.
  • Simplicity Solutions's Braemar Hotels & Resorts position peaked at $63.4K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.