SS
GMS

Simplicity Solutions’s GMS Inc GMS Stock Holding History

Simplicity Solutions’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$689K Buy
8,362
+22
+0.3% +$1.47K 0.02% 558
2023
Q3 		$534K Buy
+8,340
New +$579K 0.02% 581

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Simplicity Solutions's GMS Position: Q4 2023 in Review

Simplicity Solutions increased its GMS Inc (GMS) stake by 0.26% in Q4 2023, buying an estimated $1.47K and bringing the position to 8,362 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #558.

Simplicity Solutions first reported a position in GMS in Q3 2023 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold GMS as of Q4 2023.

  • Simplicity Solutions held 8,362 shares of GMS Inc worth $689K as of Q4 2023.
  • Simplicity Solutions bought 22 GMS Inc shares in Q4 2023, an estimated $1.47K.
  • GMS Inc made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #558 holding.
  • Simplicity Solutions first reported a position in GMS Inc in Q3 2023 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held GMS Inc as of Q4 2023.

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