Simplicity Solutions’s RLI Corp RLI Stock Holding History

Simplicity Solutions’s Portfolio RLI Stock Details RLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,502	Closed	-$859K	–	868
2020 Q4	$859K	Sell	16,502 -2,000	-11%	-$95.8K	0.01%	586
2020 Q3	$775K	Sell	18,502 -5,000	-21%	-$219K	0.01%	545
2020 Q2	$965K	Hold	23,502	–	–	0.02%	480
2020 Q1	$1.03M	Hold	23,502	–	–	0.03%	342
2019 Q4	$1.06M	Buy	+23,502	New	+$1.1M	0.03%	377
2018 Q3	–	Sell	-7,166	Closed	-$237K	–	606
2018 Q2	$237K	Hold	7,166	–	–	0.02%	432
2018 Q1	$227K	Buy	+7,166	New	+$221K	0.02%	327

Other funds holding RLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VDI

Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplicity Solutions's RLI Position: Q1 2021 in Review

Simplicity Solutions sold out of RLI Corp (RLI) in Q1 2021, closing a stake of 16,502 shares — an estimated $859K sold.

Simplicity Solutions first reported a position in RLI in Q1 2018 and held it in 7 quarters. The position peaked at $1.06M in Q4 2019. 266 funds tracked by Wall St. Rank hold RLI as of Q1 2021.

Simplicity Solutions reported no remaining RLI Corp position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 16,502 RLI Corp shares in Q1 2021, an estimated $859K.
Simplicity Solutions first reported a position in RLI Corp in Q1 2018 and held it in 7 quarters.
Simplicity Solutions's RLI Corp position peaked at $1.06M in Q4 2019.
266 funds tracked by Wall St. Rank held RLI Corp as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.