Simplicity Solutions’s VanEck Semiconductor ETF SMH Stock Holding History

Simplicity Solutions’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$214K	Buy	+1,226	New	+$192K	0.01%	953
2020 Q3	–	Sell	-17,438	Closed	-$1.33M	–	940
2020 Q2	$1.33M	Buy	+17,438	New	+$1.2M	0.03%	394

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Simplicity Solutions's SMH Position: Q4 2023 in Review

Simplicity Solutions opened a new position in VanEck Semiconductor ETF (SMH) in Q4 2023: 1,226 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in SMH as recently as Q2 2020.

Simplicity Solutions first reported a position in SMH in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.33M in Q2 2020. 666 funds tracked by Wall St. Rank hold SMH as of Q4 2023.

Simplicity Solutions held 1,226 shares of VanEck Semiconductor ETF worth $214K as of Q4 2023.
VanEck Semiconductor ETF was a new Simplicity Solutions position in Q4 2023.
VanEck Semiconductor ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #953 holding.
Simplicity Solutions first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 2 quarters since.
Simplicity Solutions's VanEck Semiconductor ETF position peaked at $1.33M in Q2 2020.
666 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2023.

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