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Simplicity Solutions’s Construction Partners ROAD Stock Holding History

Simplicity Solutions’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$677K Sell
15,564
-460
-3% -$18.9K 0.02% 564
2023
Q3 		$586K Buy
16,024
+7,925
+98% +$261K 0.02% 559
2023
Q2 		$254K Buy
+8,099
New +$232K 0.01% 891

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's ROAD Position: Q4 2023 in Review

Simplicity Solutions reduced its Construction Partners (ROAD) stake by 2.9% in Q4 2023, selling an estimated $18.9K and leaving 15,564 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #564.

Simplicity Solutions first reported a position in ROAD in Q2 2023 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold ROAD as of Q4 2023.

  • Simplicity Solutions held 15,564 shares of Construction Partners worth $677K as of Q4 2023.
  • Simplicity Solutions sold 460 Construction Partners shares in Q4 2023, an estimated $18.9K.
  • Construction Partners made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #564 holding.
  • Simplicity Solutions first reported a position in Construction Partners in Q2 2023 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Construction Partners as of Q4 2023.

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