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Simplicity Solutions’s HSBC HSBC Stock Holding History

Simplicity Solutions’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$260K Buy
6,424
+675
+12% +$26.1K 0.01% 880
2023
Q3 		$227K Sell
5,749
-747
-11% -$29.4K 0.01% 860
2023
Q2 		$257K Buy
6,496
+350
+6% +$13.1K 0.01% 883
2023
Q1 		$210K Buy
+6,146
New +$221K 0.01% 996

Other funds holding HSBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Simplicity Solutions's HSBC Position: Q4 2023 in Review

Simplicity Solutions increased its HSBC (HSBC) stake by 12% in Q4 2023, buying an estimated $26.1K and bringing the position to 6,424 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #880.

Simplicity Solutions first reported a position in HSBC in Q1 2023 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

  • Simplicity Solutions held 6,424 shares of HSBC worth $260K as of Q4 2023.
  • Simplicity Solutions bought 675 HSBC shares in Q4 2023, an estimated $26.1K.
  • HSBC made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #880 holding.
  • Simplicity Solutions first reported a position in HSBC in Q1 2023 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

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