SS
ORAN

Simplicity Solutions’s Orange ORAN Stock Holding History

Simplicity Solutions’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.65M Buy
232,274
+19,931
+9% +$234K 0.07% 244
2023
Q3 		$2.44M Buy
212,343
+31,813
+18% +$364K 0.08% 228
2023
Q2 		$2.1M Sell
180,530
-4,535
-2% -$55.1K 0.06% 300
2023
Q1 		$2.21M Buy
185,065
+4,294
+2% +$47.4K 0.06% 289
2022
Q4 		$1.79M Buy
180,771
+28,066
+18% +$271K 0.24% 94
2022
Q3 		$1.37M Buy
152,705
+32,634
+27% +$333K 0.2% 121
2022
Q2 		$1.41M Buy
120,071
+20,804
+21% +$249K 0.18% 135
2022
Q1 		$1.17M Sell
99,267
-79,315
-44% -$926K 0.14% 151
2021
Q4 		$1.88M Buy
178,582
+107,604
+152% +$1.17M 0.21% 117
2021
Q3 		$769K Buy
70,978
+14,697
+26% +$165K 0.12% 184
2021
Q2 		$644K Buy
56,281
+7,587
+16% +$94.7K 0.13% 177
2021
Q1 		$600K Buy
+48,694
New +$588K 0.13% 167

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Simplicity Solutions's ORAN Position: Q4 2023 in Review

Simplicity Solutions increased its Orange (ORAN) stake by 9.4% in Q4 2023, buying an estimated $234K and bringing the position to 232,274 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #244.

Simplicity Solutions first reported a position in ORAN in Q1 2021 and has held it in 12 quarters since. 213 funds tracked by Wall St. Rank hold ORAN as of Q4 2023.

  • Simplicity Solutions held 232,274 shares of Orange worth $2.65M as of Q4 2023.
  • Simplicity Solutions bought 19,931 Orange shares in Q4 2023, an estimated $234K.
  • Orange made up 0.07% of Simplicity Solutions's portfolio in Q4 2023, its #244 holding.
  • Simplicity Solutions first reported a position in Orange in Q1 2021 and has held it in 12 quarters since.
  • 213 funds tracked by Wall St. Rank held Orange as of Q4 2023.

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