SS
LUCK

Simplicity Solutions’s Lucky Strike Entertainment LUCK Stock Holding History

Simplicity Solutions’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$381K Buy
26,890
+1,890
+8% +$20.8K 0.01% 754
2023
Q3 		$241K Sell
25,000
-23
-0.1% -$253 0.01% 834
2023
Q2 		$291K Buy
+25,023
New +$334K 0.01% 842

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Simplicity Solutions's LUCK Position: Q4 2023 in Review

Simplicity Solutions increased its Lucky Strike Entertainment (LUCK) stake by 7.6% in Q4 2023, buying an estimated $20.8K and bringing the position to 26,890 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #754.

Simplicity Solutions first reported a position in LUCK in Q2 2023 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold LUCK as of Q4 2023.

  • Simplicity Solutions held 26,890 shares of Lucky Strike Entertainment worth $381K as of Q4 2023.
  • Simplicity Solutions bought 1,890 Lucky Strike Entertainment shares in Q4 2023, an estimated $20.8K.
  • Lucky Strike Entertainment made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #754 holding.
  • Simplicity Solutions first reported a position in Lucky Strike Entertainment in Q2 2023 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q4 2023.

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