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Simplicity Solutions’s Rush Enterprises Class A RUSHA Stock Holding History

Simplicity Solutions’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$628K Sell
12,489
-561
-4% -$22.6K 0.02% 587
2023
Q3 		$533K Buy
13,050
+103
+0.8% +$4.26K 0.02% 582
2023
Q2 		$524K Sell
12,947
-72
-0.6% -$2.64K 0.01% 647
2023
Q1 		$474K Buy
13,019
+1,491
+13% +$53.9K 0.01% 712
2022
Q4 		$402K Buy
11,528
+116
+1% +$3.85K 0.05% 394
2022
Q3 		$334K Sell
11,412
-30
-0.3% -$965 0.05% 420
2022
Q2 		$368K Buy
11,442
+135
+1% +$4.51K 0.05% 383
2022
Q1 		$384K Buy
+11,307
New +$397K 0.05% 373
2021
Q4 		– Sell
-7,551
Closed -$227K – 582
2021
Q3 		$227K Sell
7,551
-1,805
-19% -$53.4K 0.03% 524
2021
Q2 		$270K Sell
9,356
-558
-6% -$17.8K 0.05% 417
2021
Q1 		$329K Sell
9,914
-4,161
-30% -$124K 0.07% 302
2020
Q4 		$389K Sell
14,075
-147
-1% -$3.77K 0.01% 736
2020
Q3 		$319K Buy
14,222
+468
+3% +$9.94K 0.01% 711
2020
Q2 		$253K Buy
+13,754
New +$229K 0.01% 773
2020
Q1 		– Sell
-9,749
Closed -$201K – 876
2019
Q4 		$201K Buy
+9,749
New +$190K 0.01% 800

Other funds holding RUSHA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Simplicity Solutions's RUSHA Position: Q4 2023 in Review

Simplicity Solutions reduced its Rush Enterprises Class A (RUSHA) stake by 4.3% in Q4 2023, selling an estimated $22.6K and leaving 12,489 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #587.

Simplicity Solutions first reported a position in RUSHA in Q4 2019 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold RUSHA as of Q4 2023.

  • Simplicity Solutions held 12,489 shares of Rush Enterprises Class A worth $628K as of Q4 2023.
  • Simplicity Solutions sold 561 Rush Enterprises Class A shares in Q4 2023, an estimated $22.6K.
  • Rush Enterprises Class A made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #587 holding.
  • Simplicity Solutions first reported a position in Rush Enterprises Class A in Q4 2019 and has held it in 15 quarters since.
  • 253 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2023.

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