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Simplicity Solutions’s Ring Energy REI Stock Holding History

Simplicity Solutions’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$111K Buy
+75,713
New +$125K ﹤0.01% 1013
2023
Q2 		– Sell
-11,306
Closed -$21.5K – 1187
2023
Q1 		$21.5K Buy
+11,306
New +$24.4K ﹤0.01% 1134

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Simplicity Solutions's REI Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Ring Energy (REI) in Q4 2023: 75,713 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in REI as recently as Q1 2023.

Simplicity Solutions first reported a position in REI in Q1 2023 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold REI as of Q4 2023.

  • Simplicity Solutions held 75,713 shares of Ring Energy worth $111K as of Q4 2023.
  • Ring Energy was a new Simplicity Solutions position in Q4 2023.
  • Ring Energy made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1013 holding.
  • Simplicity Solutions first reported a position in Ring Energy in Q1 2023 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Ring Energy as of Q4 2023.

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