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Simplicity Solutions’s Graham Holdings Company GHC Stock Holding History

Simplicity Solutions’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.69M Buy
2,426
+3
+0.1% +$1.87K 0.05% 336
2023
Q3 		$1.41M Sell
2,423
-8
-0.3% -$4.64K 0.05% 351
2023
Q2 		$1.39M Buy
2,431
+9
+0.4% +$5.21K 0.04% 385
2023
Q1 		$1.44M Buy
+2,422
New +$1.51M 0.04% 391
2019
Q2 		– Sell
-588
Closed -$402K – 735
2019
Q1 		$402K Buy
+588
New +$394K 0.02% 459

Other funds holding GHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Solutions's GHC Position: Q4 2023 in Review

Simplicity Solutions increased its Graham Holdings Company (GHC) stake by 0.12% in Q4 2023, buying an estimated $1.87K and bringing the position to 2,426 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #336.

Simplicity Solutions first reported a position in GHC in Q1 2019 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold GHC as of Q4 2023.

  • Simplicity Solutions held 2,426 shares of Graham Holdings Company worth $1.69M as of Q4 2023.
  • Simplicity Solutions bought 3 Graham Holdings Company shares in Q4 2023, an estimated $1.87K.
  • Graham Holdings Company made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #336 holding.
  • Simplicity Solutions first reported a position in Graham Holdings Company in Q1 2019 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Graham Holdings Company as of Q4 2023.

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