Simplicity Solutions’s Revvity RVTY Stock Holding History

Simplicity Solutions’s Portfolio RVTY Stock Details RVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$205K	Sell	1,874 -365	-16%	-$35.2K	0.01%	969
2023 Q3	$248K	Buy	2,239 +525	+31%	+$61.7K	0.01%	825
2023 Q2	$204K	Sell	1,714 -530	-24%	-$65.1K	0.01%	966
2023 Q1	$299K	Buy	2,244 +439	+24%	+$57.8K	0.01%	849
2022 Q4	$253K	Buy	+1,805	New	+$243K	0.03%	530
2021 Q1	–	Sell	-8,632	Closed	-$1.24M	–	878
2020 Q4	$1.24M	Buy	8,632 +484	+6%	+$64.4K	0.02%	489
2020 Q3	$1.02M	Sell	8,148 -1,332	-14%	-$153K	0.02%	474
2020 Q2	$930K	Buy	9,480 +6,572	+226%	+$601K	0.02%	491
2020 Q1	$219K	Sell	2,908 -344	-11%	-$30.5K	0.01%	669
2019 Q4	$316K	Buy	+3,252	New	+$290K	0.01%	663

Other funds holding RVTY

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Simplicity Solutions's RVTY Position: Q4 2023 in Review

Simplicity Solutions reduced its Revvity (RVTY) stake by 16% in Q4 2023, selling an estimated $35.2K and leaving 1,874 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #969.

Simplicity Solutions first reported a position in RVTY in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2020. 488 funds tracked by Wall St. Rank hold RVTY as of Q4 2023.

Simplicity Solutions held 1,874 shares of Revvity worth $205K as of Q4 2023.
Simplicity Solutions sold 365 Revvity shares in Q4 2023, an estimated $35.2K.
Revvity made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #969 holding.
Simplicity Solutions first reported a position in Revvity in Q4 2019 and has held it in 10 quarters since.
Simplicity Solutions's Revvity position peaked at $1.24M in Q4 2020.
488 funds tracked by Wall St. Rank held Revvity as of Q4 2023.

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