SS
FUL icon

Simplicity Solutions’s H.B. Fuller FUL Stock Holding History

Simplicity Solutions’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$572K Buy
7,022
+5
+0.1% +$369 0.02% 620
2023
Q3 		$481K Buy
7,017
+645
+10% +$45.5K 0.02% 608
2023
Q2 		$456K Sell
6,372
-84
-1% -$5.52K 0.01% 695
2023
Q1 		$442K Buy
6,456
+185
+3% +$12.9K 0.01% 727
2022
Q4 		$449K Buy
6,271
+479
+8% +$34.6K 0.06% 373
2022
Q3 		$348K Buy
5,792
+605
+12% +$38.5K 0.05% 409
2022
Q2 		$312K Buy
+5,187
New +$348K 0.04% 429

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Simplicity Solutions's FUL Position: Q4 2023 in Review

Simplicity Solutions increased its H.B. Fuller (FUL) stake by 0.07% in Q4 2023, buying an estimated $369 and bringing the position to 7,022 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #620.

Simplicity Solutions first reported a position in FUL in Q2 2022 and has held it in 7 quarters since. 312 funds tracked by Wall St. Rank hold FUL as of Q4 2023.

  • Simplicity Solutions held 7,022 shares of H.B. Fuller worth $572K as of Q4 2023.
  • Simplicity Solutions bought 5 H.B. Fuller shares in Q4 2023, an estimated $369.
  • H.B. Fuller made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #620 holding.
  • Simplicity Solutions first reported a position in H.B. Fuller in Q2 2022 and has held it in 7 quarters since.
  • 312 funds tracked by Wall St. Rank held H.B. Fuller as of Q4 2023.

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