SS
BLFY

Simplicity Solutions’s Blue Foundry Bancorp BLFY Stock Holding History

Simplicity Solutions’s Portfolio BLFY Stock Details BLFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,000
Closed -$143K – 1075
2023
Q1 		$143K Buy
+15,000
New +$172K ﹤0.01% 1043

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Simplicity Solutions's BLFY Position: Q2 2023 in Review

Simplicity Solutions sold out of Blue Foundry Bancorp (BLFY) in Q2 2023, closing a stake of 15,000 shares — an estimated $143K sold.

Simplicity Solutions first reported a position in BLFY in Q1 2023 and held it in 1 quarter. The position peaked at $143K in Q1 2023. 67 funds tracked by Wall St. Rank hold BLFY as of Q2 2023.

  • Simplicity Solutions reported no remaining Blue Foundry Bancorp position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 15,000 Blue Foundry Bancorp shares in Q2 2023, an estimated $143K.
  • Simplicity Solutions first reported a position in Blue Foundry Bancorp in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Blue Foundry Bancorp position peaked at $143K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.