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Simplicity Solutions’s Cboe Global Markets CBOE Stock Holding History

Simplicity Solutions’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$978K Buy
5,478
+4,163
+317% +$713K 0.03% 448
2023
Q3 		$205K Buy
+1,315
New +$193K 0.01% 901
2021
Q1 		– Sell
-5,926
Closed -$552K – 545
2020
Q4 		$552K Buy
5,926
+970
+20% +$84.9K 0.01% 672
2020
Q3 		$435K Buy
+4,956
New +$446K 0.01% 660

Other funds holding CBOE

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Simplicity Solutions's CBOE Position: Q4 2023 in Review

Simplicity Solutions increased its Cboe Global Markets (CBOE) stake by 317% in Q4 2023, buying an estimated $713K and bringing the position to 5,478 shares worth $978K. The position accounts for 0.03% of the portfolio, ranked #448.

Simplicity Solutions first reported a position in CBOE in Q3 2020 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold CBOE as of Q4 2023.

  • Simplicity Solutions held 5,478 shares of Cboe Global Markets worth $978K as of Q4 2023.
  • Simplicity Solutions bought 4,163 Cboe Global Markets shares in Q4 2023, an estimated $713K.
  • Cboe Global Markets made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #448 holding.
  • Simplicity Solutions first reported a position in Cboe Global Markets in Q3 2020 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2023.

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