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Simplicity Solutions’s PBF Energy PBF Stock Holding History

Simplicity Solutions’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$307K Buy
6,980
+1,260
+22% +$57.2K 0.01% 836
2023
Q3 		$306K Sell
5,720
-327
-5% -$15.6K 0.01% 759
2023
Q2 		$248K Sell
6,047
-2,050
-25% -$77.9K 0.01% 897
2023
Q1 		$351K Buy
+8,097
New +$341K 0.01% 794

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Solutions's PBF Position: Q4 2023 in Review

Simplicity Solutions increased its PBF Energy (PBF) stake by 22% in Q4 2023, buying an estimated $57.2K and bringing the position to 6,980 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #836.

Simplicity Solutions first reported a position in PBF in Q1 2023 and has held it in 4 quarters since. The position peaked at $351K in Q1 2023. 395 funds tracked by Wall St. Rank hold PBF as of Q4 2023.

  • Simplicity Solutions held 6,980 shares of PBF Energy worth $307K as of Q4 2023.
  • Simplicity Solutions bought 1,260 PBF Energy shares in Q4 2023, an estimated $57.2K.
  • PBF Energy made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #836 holding.
  • Simplicity Solutions first reported a position in PBF Energy in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's PBF Energy position peaked at $351K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held PBF Energy as of Q4 2023.

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