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Simplicity Solutions’s Kenvue KVUE Stock Holding History

Simplicity Solutions’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.41M Buy
158,168
+14,544
+10% +$291K 0.09% 198
2023
Q3 		$2.88M Buy
+143,624
New +$3.32M 0.09% 199

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's KVUE Position: Q4 2023 in Review

Simplicity Solutions increased its Kenvue (KVUE) stake by 10% in Q4 2023, buying an estimated $291K and bringing the position to 158,168 shares worth $3.41M. The position accounts for 0.09% of the portfolio, ranked #198.

Simplicity Solutions first reported a position in KVUE in Q3 2023 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

  • Simplicity Solutions held 158,168 shares of Kenvue worth $3.41M as of Q4 2023.
  • Simplicity Solutions bought 14,544 Kenvue shares in Q4 2023, an estimated $291K.
  • Kenvue made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #198 holding.
  • Simplicity Solutions first reported a position in Kenvue in Q3 2023 and has held it in 2 quarters since.
  • 983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

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