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Simplicity Solutions’s EOG Resources EOG Stock Holding History

Simplicity Solutions’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.76M Sell
14,524
-3,913
-21% -$487K 0.05% 327
2023
Q3 		$2.34M Buy
18,437
+537
+3% +$68.3K 0.08% 244
2023
Q2 		$2.05M Sell
17,900
-624
-3% -$71.3K 0.06% 306
2023
Q1 		$2.12M Buy
18,524
+7,403
+67% +$898K 0.06% 297
2022
Q4 		$1.44M Buy
11,121
+858
+8% +$114K 0.2% 124
2022
Q3 		$1.15M Buy
10,263
+394
+4% +$44.2K 0.17% 148
2022
Q2 		$1.09M Buy
9,869
+1,498
+18% +$186K 0.14% 171
2022
Q1 		$998K Sell
8,371
-7,587
-48% -$845K 0.12% 179
2021
Q4 		$1.42M Buy
15,958
+9,145
+134% +$821K 0.16% 169
2021
Q3 		$547K Sell
6,813
-562
-8% -$41K 0.08% 265
2021
Q2 		$615K Buy
7,375
+3,886
+111% +$307K 0.12% 184
2021
Q1 		$253K Sell
3,489
-5,813
-62% -$371K 0.06% 401
2020
Q4 		$464K Buy
9,302
+1,462
+19% +$63.6K 0.01% 700
2020
Q3 		$282K Buy
+7,840
New +$352K 0.01% 734
2019
Q3 		– Sell
-3,827
Closed -$357K – 734
2019
Q2 		$357K Buy
3,827
+1,315
+52% +$122K 0.02% 447
2019
Q1 		$239K Buy
+2,512
New +$239K 0.01% 622
2016
Q1 		– Sell
-4,595
Closed -$325K – 283
2015
Q4 		$325K Buy
+4,595
New +$373K 0.04% 536

Other funds holding EOG

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's EOG Position: Q4 2023 in Review

Simplicity Solutions reduced its EOG Resources (EOG) stake by 21% in Q4 2023, selling an estimated $487K and leaving 14,524 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #327.

Simplicity Solutions first reported a position in EOG in Q4 2015 and has held it in 17 quarters since. The position peaked at $2.34M in Q3 2023. 1,457 funds tracked by Wall St. Rank hold EOG as of Q4 2023.

  • Simplicity Solutions held 14,524 shares of EOG Resources worth $1.76M as of Q4 2023.
  • Simplicity Solutions sold 3,913 EOG Resources shares in Q4 2023, an estimated $487K.
  • EOG Resources made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #327 holding.
  • Simplicity Solutions first reported a position in EOG Resources in Q4 2015 and has held it in 17 quarters since.
  • Simplicity Solutions's EOG Resources position peaked at $2.34M in Q3 2023.
  • 1,457 funds tracked by Wall St. Rank held EOG Resources as of Q4 2023.

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