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Simplicity Solutions’s CACI CACI Stock Holding History

Simplicity Solutions’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$542K Sell
1,673
-13
-0.8% -$4.22K 0.01% 637
2023
Q3 		$529K Buy
+1,686
New +$564K 0.02% 587
2019
Q4 		– Sell
-1,346
Closed -$311K – 835
2019
Q3 		$311K Sell
1,346
-596
-31% -$129K 0.01% 536
2019
Q2 		$397K Buy
1,942
+581
+43% +$115K 0.02% 419
2019
Q1 		$248K Buy
+1,361
New +$232K 0.01% 601

Other funds holding CACI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's CACI Position: Q4 2023 in Review

Simplicity Solutions reduced its CACI (CACI) stake by 0.77% in Q4 2023, selling an estimated $4.22K and leaving 1,673 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #637.

Simplicity Solutions first reported a position in CACI in Q1 2019 and has held it in 5 quarters since. 467 funds tracked by Wall St. Rank hold CACI as of Q4 2023.

  • Simplicity Solutions held 1,673 shares of CACI worth $542K as of Q4 2023.
  • Simplicity Solutions sold 13 CACI shares in Q4 2023, an estimated $4.22K.
  • CACI made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #637 holding.
  • Simplicity Solutions first reported a position in CACI in Q1 2019 and has held it in 5 quarters since.
  • 467 funds tracked by Wall St. Rank held CACI as of Q4 2023.

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