Simplicity Solutions’s Nordic American Tanker NAT Stock Holding History

Simplicity Solutions’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$324K	Buy	77,173 +1,137	+1%	+$4.84K	0.01%	809
2023 Q3	$313K	Buy	76,036 +467	+0.6%	+$1.86K	0.01%	751
2023 Q2	$277K	Buy	75,569 +2,370	+3%	+$8.56K	0.01%	855
2023 Q1	$290K	Buy	+73,199	New	+$263K	0.01%	865
2019 Q1	–	Sell	-27,098	Closed	-$54K	–	789
2018 Q4	$54K	Buy	+27,098	New	+$70.5K	0.01%	601

Other funds holding NAT

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

Simplicity Solutions's NAT Position: Q4 2023 in Review

Simplicity Solutions increased its Nordic American Tanker (NAT) stake by 1.5% in Q4 2023, buying an estimated $4.84K and bringing the position to 77,173 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #809.

Simplicity Solutions first reported a position in NAT in Q4 2018 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold NAT as of Q4 2023.

Simplicity Solutions held 77,173 shares of Nordic American Tanker worth $324K as of Q4 2023.
Simplicity Solutions bought 1,137 Nordic American Tanker shares in Q4 2023, an estimated $4.84K.
Nordic American Tanker made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #809 holding.
Simplicity Solutions first reported a position in Nordic American Tanker in Q4 2018 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2023.

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