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Simplicity Solutions’s WillScot Mobile Mini Holdings WSC Stock Holding History

Simplicity Solutions’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$331K Sell
7,436
-976
-12% -$39.4K 0.01% 803
2023
Q3 		$350K Sell
8,412
-349
-4% -$15.4K 0.01% 712
2023
Q2 		$419K Buy
8,761
+13
+0.1% +$581 0.01% 717
2023
Q1 		$410K Buy
+8,748
New +$421K 0.01% 750

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's WSC Position: Q4 2023 in Review

Simplicity Solutions reduced its WillScot Mobile Mini Holdings (WSC) stake by 12% in Q4 2023, selling an estimated $39.4K and leaving 7,436 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #803.

Simplicity Solutions first reported a position in WSC in Q1 2023 and has held it in 4 quarters since. The position peaked at $419K in Q2 2023. 419 funds tracked by Wall St. Rank hold WSC as of Q4 2023.

  • Simplicity Solutions held 7,436 shares of WillScot Mobile Mini Holdings worth $331K as of Q4 2023.
  • Simplicity Solutions sold 976 WillScot Mobile Mini Holdings shares in Q4 2023, an estimated $39.4K.
  • WillScot Mobile Mini Holdings made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #803 holding.
  • Simplicity Solutions first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's WillScot Mobile Mini Holdings position peaked at $419K in Q2 2023.
  • 419 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2023.

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