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Simplicity Solutions’s Eagle Materials EXP Stock Holding History

Simplicity Solutions’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$725K Sell
3,573
-83
-2% -$14.6K 0.02% 540
2023
Q3 		$609K Buy
3,656
+564
+18% +$102K 0.02% 546
2023
Q2 		$576K Buy
3,092
+1,051
+51% +$167K 0.02% 624
2023
Q1 		$300K Buy
+2,041
New +$289K 0.01% 847
2018
Q3 		– Sell
-2,324
Closed -$244K – 577
2018
Q2 		$244K Buy
+2,324
New +$245K 0.02% 423

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Simplicity Solutions's EXP Position: Q4 2023 in Review

Simplicity Solutions reduced its Eagle Materials (EXP) stake by 2.3% in Q4 2023, selling an estimated $14.6K and leaving 3,573 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #540.

Simplicity Solutions first reported a position in EXP in Q2 2018 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold EXP as of Q4 2023.

  • Simplicity Solutions held 3,573 shares of Eagle Materials worth $725K as of Q4 2023.
  • Simplicity Solutions sold 83 Eagle Materials shares in Q4 2023, an estimated $14.6K.
  • Eagle Materials made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #540 holding.
  • Simplicity Solutions first reported a position in Eagle Materials in Q2 2018 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2023.

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