Simplicity Solutions’s Cadence Design Systems CDNS Stock Holding History

Simplicity Solutions’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.47M	Sell	12,757 -286	-2%	-$73.7K	0.09%	195
2023 Q3	$3.06M	Sell	13,043 -279	-2%	-$65.3K	0.1%	190
2023 Q2	$3.12M	Sell	13,322 -735	-5%	-$160K	0.09%	218
2023 Q1	$2.95M	Buy	14,057 +11,234	+398%	+$2.12M	0.08%	229
2022 Q4	$453K	Buy	2,823 +14	+0.5%	+$2.24K	0.06%	370
2022 Q3	$459K	Buy	2,809 +537	+24%	+$92.3K	0.07%	337
2022 Q2	$341K	Sell	2,272 -1,339	-37%	-$202K	0.04%	397
2022 Q1	$594K	Buy	3,611 +913	+34%	+$140K	0.07%	275
2021 Q4	$502K	Buy	2,698 +1,015	+60%	+$177K	0.06%	390
2021 Q3	$255K	Buy	+1,683	New	+$256K	0.04%	489
2021 Q1	–	Sell	-8,223	Closed	-$1.12M	–	547
2020 Q4	$1.12M	Sell	8,223 -88	-1%	-$10.3K	0.02%	509
2020 Q3	$886K	Buy	8,311 +1,215	+17%	+$128K	0.02%	509
2020 Q2	$681K	Buy	+7,096	New	+$594K	0.01%	568
2019 Q3	–	Sell	-3,779	Closed	-$268K	–	723
2019 Q2	$268K	Buy	+3,779	New	+$253K	0.01%	530

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's CDNS Position: Q4 2023 in Review

Simplicity Solutions reduced its Cadence Design Systems (CDNS) stake by 2.2% in Q4 2023, selling an estimated $73.7K and leaving 12,757 shares worth $3.47M. The position accounts for 0.09% of the portfolio, ranked #195.

Simplicity Solutions first reported a position in CDNS in Q2 2019 and has held it in 14 quarters since. 1,182 funds tracked by Wall St. Rank hold CDNS as of Q4 2023.

Simplicity Solutions held 12,757 shares of Cadence Design Systems worth $3.47M as of Q4 2023.
Simplicity Solutions sold 286 Cadence Design Systems shares in Q4 2023, an estimated $73.7K.
Cadence Design Systems made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #195 holding.
Simplicity Solutions first reported a position in Cadence Design Systems in Q2 2019 and has held it in 14 quarters since.
1,182 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2023.

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