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Simplicity Solutions’s Bio-Rad Laboratories Class A BIO Stock Holding History

Simplicity Solutions’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-676
Closed -$242K – 1077
2023
Q3 		$242K Buy
676
+143
+27% +$55.2K 0.01% 832
2023
Q2 		$202K Sell
533
-1,534
-74% -$624K 0.01% 967
2023
Q1 		$990K Buy
2,067
+1,555
+304% +$728K 0.03% 489
2022
Q4 		$215K Buy
+512
New +$207K 0.03% 599
2019
Q2 		– Sell
-1,589
Closed -$486K – 669
2019
Q1 		$486K Sell
1,589
-503
-24% -$136K 0.03% 399
2018
Q4 		$486K Buy
+2,092
New +$561K 0.06% 317

Other funds holding BIO

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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Simplicity Solutions's BIO Position: Q4 2023 in Review

Simplicity Solutions sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2023, closing a stake of 676 shares — an estimated $242K sold.

Simplicity Solutions first reported a position in BIO in Q4 2018 and held it in 6 quarters. The position peaked at $990K in Q1 2023. 483 funds tracked by Wall St. Rank hold BIO as of Q4 2023.

  • Simplicity Solutions reported no remaining Bio-Rad Laboratories Class A position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 676 Bio-Rad Laboratories Class A shares in Q4 2023, an estimated $242K.
  • Simplicity Solutions first reported a position in Bio-Rad Laboratories Class A in Q4 2018 and held it in 6 quarters.
  • Simplicity Solutions's Bio-Rad Laboratories Class A position peaked at $990K in Q1 2023.
  • 483 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2023.

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