Simplicity Solutions’s Rithm Capital RITM Stock Holding History

Simplicity Solutions’s Portfolio RITM Stock Details RITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$133K	Sell	12,414 -3,932	-24%	-$39.1K	﹤0.01%	996
2023 Q3	$152K	Buy	16,346 +1,214	+8%	+$12K	﹤0.01%	919
2023 Q2	$141K	Sell	15,132 -32,662	-68%	-$273K	﹤0.01%	987
2023 Q1	$382K	Buy	+47,794	New	+$420K	0.01%	771
2020 Q4	–	Sell	-10,462	Closed	-$83K	–	979
2020 Q3	$83K	Buy	10,462 +3	+0%	+$23	﹤0.01%	847
2020 Q2	$78K	Sell	10,459 -38,363	-79%	-$248K	﹤0.01%	860
2020 Q1	$245K	Buy	+48,822	New	+$708K	0.01%	645
2019 Q3	–	Sell	-20,325	Closed	-$313K	–	773
2019 Q2	$313K	Sell	20,325 -3,544	-15%	-$57.8K	0.01%	475
2019 Q1	$404K	Sell	23,869 -11,601	-33%	-$191K	0.02%	458
2018 Q4	$504K	Buy	+35,470	New	+$599K	0.07%	311

Other funds holding RITM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Simplicity Solutions's RITM Position: Q4 2023 in Review

Simplicity Solutions reduced its Rithm Capital (RITM) stake by 24% in Q4 2023, selling an estimated $39.1K and leaving 12,414 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Simplicity Solutions first reported a position in RITM in Q4 2018 and has held it in 10 quarters since. The position peaked at $504K in Q4 2018. 448 funds tracked by Wall St. Rank hold RITM as of Q4 2023.

Simplicity Solutions held 12,414 shares of Rithm Capital worth $133K as of Q4 2023.
Simplicity Solutions sold 3,932 Rithm Capital shares in Q4 2023, an estimated $39.1K.
Rithm Capital made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #996 holding.
Simplicity Solutions first reported a position in Rithm Capital in Q4 2018 and has held it in 10 quarters since.
Simplicity Solutions's Rithm Capital position peaked at $504K in Q4 2018.
448 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2023.

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