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WDFC icon

Simplicity Solutions’s WD-40 WDFC Stock Holding History

Simplicity Solutions’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$889K Sell
3,718
-63
-2% -$14.1K 0.02% 472
2023
Q3 		$768K Buy
3,781
+341
+10% +$72.9K 0.02% 483
2023
Q2 		$649K Buy
3,440
+806
+31% +$152K 0.02% 587
2023
Q1 		$469K Buy
2,634
+151
+6% +$26.1K 0.01% 716
2022
Q4 		$400K Buy
2,483
+391
+19% +$65.2K 0.05% 395
2022
Q3 		$368K Buy
2,092
+920
+78% +$172K 0.05% 395
2022
Q2 		$236K Buy
1,172
+48
+4% +$8.96K 0.03% 520
2022
Q1 		$206K Sell
1,124
-1,104
-50% -$236K 0.03% 594
2021
Q4 		$546K Buy
2,228
+1,269
+132% +$295K 0.06% 360
2021
Q3 		$222K Buy
959
+81
+9% +$19.4K 0.03% 531
2021
Q2 		$225K Buy
878
+116
+15% +$29.6K 0.04% 472
2021
Q1 		$233K Buy
+762
New +$231K 0.05% 429

Other funds holding WDFC

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's WDFC Position: Q4 2023 in Review

Simplicity Solutions reduced its WD-40 (WDFC) stake by 1.7% in Q4 2023, selling an estimated $14.1K and leaving 3,718 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #472.

Simplicity Solutions first reported a position in WDFC in Q1 2021 and has held it in 12 quarters since. 345 funds tracked by Wall St. Rank hold WDFC as of Q4 2023.

  • Simplicity Solutions held 3,718 shares of WD-40 worth $889K as of Q4 2023.
  • Simplicity Solutions sold 63 WD-40 shares in Q4 2023, an estimated $14.1K.
  • WD-40 made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #472 holding.
  • Simplicity Solutions first reported a position in WD-40 in Q1 2021 and has held it in 12 quarters since.
  • 345 funds tracked by Wall St. Rank held WD-40 as of Q4 2023.

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