Simplicity Solutions’s Cheniere Energy LNG Stock Holding History

Simplicity Solutions’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$791K	Buy	4,632 +318	+7%	+$54.6K	0.02%	514
2023 Q3	$716K	Sell	4,314 -352	-8%	-$56.8K	0.02%	502
2023 Q2	$711K	Sell	4,666 -248	-5%	-$36.7K	0.02%	563
2023 Q1	$774K	Buy	4,914 +2,774	+130%	+$419K	0.02%	550
2022 Q4	$321K	Buy	2,140 +259	+14%	+$43.3K	0.04%	461
2022 Q3	$312K	Buy	1,881 +263	+16%	+$39.9K	0.05%	444
2022 Q2	$215K	Buy	1,618 +20	+1%	+$2.72K	0.03%	567
2022 Q1	$222K	Buy	+1,598	New	+$194K	0.03%	576
2019 Q2	–	Sell	-5,226	Closed	-$357K	–	777
2019 Q1	$357K	Sell	5,226 -2,417	-32%	-$159K	0.02%	479
2018 Q4	$453K	Buy	+7,643	New	+$470K	0.06%	335
2018 Q3	–	Sell	-3,325	Closed	-$217K	–	596
2018 Q2	$217K	Buy	+3,325	New	+$205K	0.02%	456

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's LNG Position: Q4 2023 in Review

Simplicity Solutions increased its Cheniere Energy (LNG) stake by 7.4% in Q4 2023, buying an estimated $54.6K and bringing the position to 4,632 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #514.

Simplicity Solutions first reported a position in LNG in Q2 2018 and has held it in 11 quarters since. 1,013 funds tracked by Wall St. Rank hold LNG as of Q4 2023.

Simplicity Solutions held 4,632 shares of Cheniere Energy worth $791K as of Q4 2023.
Simplicity Solutions bought 318 Cheniere Energy shares in Q4 2023, an estimated $54.6K.
Cheniere Energy made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #514 holding.
Simplicity Solutions first reported a position in Cheniere Energy in Q2 2018 and has held it in 11 quarters since.
1,013 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2023.

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