SS
CIM

Simplicity Solutions’s Chimera Investment CIM Stock Holding History

Simplicity Solutions’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$97.5K Buy
6,510
+1,588
+32% +$24K ﹤0.01% 1016
2023
Q3 		$80.6K Buy
4,922
+201
+4% +$3.53K ﹤0.01% 950
2023
Q2 		$81.7K Buy
+4,721
New +$75.2K ﹤0.01% 1014

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simplicity Solutions's CIM Position: Q4 2023 in Review

Simplicity Solutions increased its Chimera Investment (CIM) stake by 32% in Q4 2023, buying an estimated $24K and bringing the position to 6,510 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Simplicity Solutions first reported a position in CIM in Q2 2023 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold CIM as of Q4 2023.

  • Simplicity Solutions held 6,510 shares of Chimera Investment worth $97.5K as of Q4 2023.
  • Simplicity Solutions bought 1,588 Chimera Investment shares in Q4 2023, an estimated $24K.
  • Chimera Investment made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1016 holding.
  • Simplicity Solutions first reported a position in Chimera Investment in Q2 2023 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2023.

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