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Simplicity Solutions’s ENI E Stock Holding History

Simplicity Solutions’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$412K Buy
12,114
+1,840
+18% +$59.8K 0.01% 732
2023
Q3 		$328K Sell
10,274
-4
-0% -$123 0.01% 736
2023
Q2 		$296K Sell
10,278
-918
-8% -$26.6K 0.01% 836
2023
Q1 		$313K Buy
11,196
+2,614
+30% +$76.5K 0.01% 831
2022
Q4 		$246K Sell
8,582
-1,426
-14% -$38.5K 0.03% 547
2022
Q3 		$212K Buy
+10,008
New +$231K 0.03% 580

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's E Position: Q4 2023 in Review

Simplicity Solutions increased its ENI (E) stake by 18% in Q4 2023, buying an estimated $59.8K and bringing the position to 12,114 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #732.

Simplicity Solutions first reported a position in E in Q3 2022 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold E as of Q4 2023.

  • Simplicity Solutions held 12,114 shares of ENI worth $412K as of Q4 2023.
  • Simplicity Solutions bought 1,840 ENI shares in Q4 2023, an estimated $59.8K.
  • ENI made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #732 holding.
  • Simplicity Solutions first reported a position in ENI in Q3 2022 and has held it in 6 quarters since.
  • 219 funds tracked by Wall St. Rank held ENI as of Q4 2023.

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