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Simplicity Solutions’s Howmet Aerospace HWM Stock Holding History

Simplicity Solutions’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$266K Buy
4,922
+326
+7% +$16.1K 0.01% 875
2023
Q3 		$213K Sell
4,596
-531
-10% -$25.9K 0.01% 891
2023
Q2 		$254K Buy
+5,127
New +$228K 0.01% 892

Other funds holding HWM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's HWM Position: Q4 2023 in Review

Simplicity Solutions increased its Howmet Aerospace (HWM) stake by 7.1% in Q4 2023, buying an estimated $16.1K and bringing the position to 4,922 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #875.

Simplicity Solutions first reported a position in HWM in Q2 2023 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold HWM as of Q4 2023.

  • Simplicity Solutions held 4,922 shares of Howmet Aerospace worth $266K as of Q4 2023.
  • Simplicity Solutions bought 326 Howmet Aerospace shares in Q4 2023, an estimated $16.1K.
  • Howmet Aerospace made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #875 holding.
  • Simplicity Solutions first reported a position in Howmet Aerospace in Q2 2023 and has held it in 3 quarters since.
  • 661 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2023.

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