Simplicity Solutions’s CVR Energy CVI Stock Holding History

Simplicity Solutions’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,662	Closed	-$350K	–	744
2019 Q4	$350K	Buy	+8,662	New	+$381K	0.01%	628

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's CVI Position: Q1 2020 in Review

Simplicity Solutions sold out of CVR Energy (CVI) in Q1 2020, closing a stake of 8,662 shares — an estimated $350K sold.

Simplicity Solutions first reported a position in CVI in Q4 2019 and held it in 1 quarter. The position peaked at $350K in Q4 2019. 175 funds tracked by Wall St. Rank hold CVI as of Q1 2020.

Simplicity Solutions reported no remaining CVR Energy position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 8,662 CVR Energy shares in Q1 2020, an estimated $350K.
Simplicity Solutions first reported a position in CVR Energy in Q4 2019 and held it in 1 quarter.
Simplicity Solutions's CVR Energy position peaked at $350K in Q4 2019.
175 funds tracked by Wall St. Rank held CVR Energy as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.