Simplicity Solutions’s Vivmark Residential VMRK Stock Holding History

Simplicity Solutions’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,192	Closed	-$211K	–	1023
2023 Q2	$211K	Buy	+3,192	New	+$199K	0.01%	953
2021 Q4	–	Sell	-4,356	Closed	-$352K	–	493
2021 Q3	$352K	Buy	+4,356	New	+$360K	0.05%	366
2021 Q1	–	Sell	-36,033	Closed	-$2.14M	–	611
2020 Q4	$2.14M	Buy	36,033 +5,186	+17%	+$293K	0.03%	371
2020 Q3	$1.58M	Buy	30,847 +6,332	+26%	+$350K	0.03%	387
2020 Q2	$1.44M	Buy	+24,515	New	+$1.52M	0.03%	374
2020 Q1	–	Sell	-3,325	Closed	-$269K	–	767
2019 Q4	$269K	Buy	+3,325	New	+$283K	0.01%	704
2016 Q1	–	Sell	-7,626	Closed	-$622K	–	285
2015 Q4	$622K	Buy	+7,626	New	+$602K	0.07%	388

Other funds holding VMRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Simplicity Solutions's VMRK Position: Q3 2023 in Review

Simplicity Solutions sold out of Vivmark Residential (VMRK) in Q3 2023, closing a stake of 3,192 shares — an estimated $211K sold.

Simplicity Solutions first reported a position in VMRK in Q4 2015 and held it in 7 quarters. The position peaked at $2.14M in Q4 2020. 592 funds tracked by Wall St. Rank hold VMRK as of Q3 2023.

Simplicity Solutions reported no remaining Vivmark Residential position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 3,192 Vivmark Residential shares in Q3 2023, an estimated $211K.
Simplicity Solutions first reported a position in Vivmark Residential in Q4 2015 and held it in 7 quarters.
Simplicity Solutions's Vivmark Residential position peaked at $2.14M in Q4 2020.
592 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.