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Simplicity Wealth’s H.B. Fuller FUL Stock Holding History

Simplicity Wealth’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,548
Closed -$735K – 756
2024
Q2 		$735K Buy
9,548
+1,421
+17% +$111K 0.02% 621
2024
Q1 		$648K Buy
+8,127
New +$636K 0.02% 645

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Simplicity Wealth's FUL Position: Q3 2024 in Review

Simplicity Wealth sold out of H.B. Fuller (FUL) in Q3 2024, closing a stake of 9,548 shares — an estimated $735K sold.

Simplicity Wealth first reported a position in FUL in Q1 2024 and held it in 2 quarters. The position peaked at $735K in Q2 2024. 331 funds tracked by Wall St. Rank hold FUL as of Q3 2024.

  • Simplicity Wealth reported no remaining H.B. Fuller position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 9,548 H.B. Fuller shares in Q3 2024, an estimated $735K.
  • Simplicity Wealth first reported a position in H.B. Fuller in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's H.B. Fuller position peaked at $735K in Q2 2024.
  • 331 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.