SS
TRUE

Simplicity Solutions’s TrueCar TRUE Stock Holding History

Simplicity Solutions’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$49.5K Sell
14,302
-1,072
-7% -$2.72K ﹤0.01% 1043
2023
Q3 		$31.8K Sell
15,374
-752
-5% -$1.73K ﹤0.01% 972
2023
Q2 		$36.4K Sell
16,126
-2,481
-13% -$5.91K ﹤0.01% 1037
2023
Q1 		$42.8K Buy
+18,607
New +$49.6K ﹤0.01% 1101

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's TRUE Position: Q4 2023 in Review

Simplicity Solutions reduced its TrueCar (TRUE) stake by 7% in Q4 2023, selling an estimated $2.72K and leaving 14,302 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Simplicity Solutions first reported a position in TRUE in Q1 2023 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold TRUE as of Q4 2023.

  • Simplicity Solutions held 14,302 shares of TrueCar worth $49.5K as of Q4 2023.
  • Simplicity Solutions sold 1,072 TrueCar shares in Q4 2023, an estimated $2.72K.
  • TrueCar made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1043 holding.
  • Simplicity Solutions first reported a position in TrueCar in Q1 2023 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held TrueCar as of Q4 2023.

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