Simplicity Solutions’s EQT Corp EQT Stock Holding History

Simplicity Solutions’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.11M	Sell	80,436 -1,770	-2%	-$71.8K	0.09%	212
2023 Q3	$3.34M	Sell	82,206 -1,113	-1%	-$46.1K	0.11%	179
2023 Q2	$3.43M	Buy	83,319 +2,787	+3%	+$98.5K	0.09%	203
2023 Q1	$2.57M	Buy	+80,532	New	+$2.58M	0.07%	255
2018 Q3	–	Sell	-8,606	Closed	-$258K	–	575
2018 Q2	$258K	Buy	+8,606	New	+$240K	0.02%	410
2016 Q1	–	Sell	-12,242	Closed	-$347K	–	286
2015 Q4	$347K	Buy	+12,242	New	+$411K	0.04%	522

Other funds holding EQT

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's EQT Position: Q4 2023 in Review

Simplicity Solutions reduced its EQT Corp (EQT) stake by 2.2% in Q4 2023, selling an estimated $71.8K and leaving 80,436 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #212.

Simplicity Solutions first reported a position in EQT in Q4 2015 and has held it in 6 quarters since. The position peaked at $3.43M in Q2 2023. 649 funds tracked by Wall St. Rank hold EQT as of Q4 2023.

Simplicity Solutions held 80,436 shares of EQT Corp worth $3.11M as of Q4 2023.
Simplicity Solutions sold 1,770 EQT Corp shares in Q4 2023, an estimated $71.8K.
EQT Corp made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #212 holding.
Simplicity Solutions first reported a position in EQT Corp in Q4 2015 and has held it in 6 quarters since.
Simplicity Solutions's EQT Corp position peaked at $3.43M in Q2 2023.
649 funds tracked by Wall St. Rank held EQT Corp as of Q4 2023.

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