Simplicity Wealth’s Leslie's LESL Stock Holding History

Simplicity Wealth’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,636	Closed	-$388K	–	892
2024 Q2	$388K	Sell	4,636 -162	-3%	-$15.8K	0.01%	856
2024 Q1	$624K	Buy	+4,798	New	+$687K	0.01%	662

Other funds holding LESL

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Simplicity Wealth's LESL Position: Q3 2024 in Review

Simplicity Wealth sold out of Leslie's (LESL) in Q3 2024, closing a stake of 4,636 shares — an estimated $388K sold.

Simplicity Wealth first reported a position in LESL in Q1 2024 and held it in 2 quarters. The position peaked at $624K in Q1 2024. 224 funds tracked by Wall St. Rank hold LESL as of Q3 2024.

Simplicity Wealth reported no remaining Leslie's position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 4,636 Leslie's shares in Q3 2024, an estimated $388K.
Simplicity Wealth first reported a position in Leslie's in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Leslie's position peaked at $624K in Q1 2024.
224 funds tracked by Wall St. Rank held Leslie's as of Q3 2024.

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