Simplicity Solutions’s Textron TXT Stock Holding History

Simplicity Solutions’s Portfolio TXT Stock Details TXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$425K	Buy	5,290 +100	+2%	+$7.75K	0.01%	722
2023 Q3	$406K	Buy	5,190 +25	+0.5%	+$1.86K	0.01%	656
2023 Q2	$349K	Sell	5,165 -141	-3%	-$9.3K	0.01%	777
2023 Q1	$375K	Buy	5,306 +1,941	+58%	+$138K	0.01%	777
2022 Q4	$238K	Buy	+3,365	New	+$228K	0.03%	564
2021 Q1	–	Sell	-19,020	Closed	-$919K	–	930
2020 Q4	$919K	Sell	19,020 -3,703	-16%	-$156K	0.01%	563
2020 Q3	$820K	Buy	22,723 +292	+1%	+$10.6K	0.02%	535
2020 Q2	$738K	Buy	+22,431	New	+$663K	0.01%	544

Other funds holding TXT

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Simplicity Solutions's TXT Position: Q4 2023 in Review

Simplicity Solutions increased its Textron (TXT) stake by 1.9% in Q4 2023, buying an estimated $7.75K and bringing the position to 5,290 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #722.

Simplicity Solutions first reported a position in TXT in Q2 2020 and has held it in 8 quarters since. The position peaked at $919K in Q4 2020. 646 funds tracked by Wall St. Rank hold TXT as of Q4 2023.

Simplicity Solutions held 5,290 shares of Textron worth $425K as of Q4 2023.
Simplicity Solutions bought 100 Textron shares in Q4 2023, an estimated $7.75K.
Textron made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #722 holding.
Simplicity Solutions first reported a position in Textron in Q2 2020 and has held it in 8 quarters since.
Simplicity Solutions's Textron position peaked at $919K in Q4 2020.
646 funds tracked by Wall St. Rank held Textron as of Q4 2023.

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