Simplicity Wealth’s ABM Industries ABM Stock Holding History

Simplicity Wealth’s Portfolio ABM Stock Details ABM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-79,164	Closed	-$4M	–	496
2024 Q2	$4M	Buy	79,164 +1,167	+1%	+$54.4K	0.09%	223
2024 Q1	$3.48M	Buy	+77,997	New	+$3.27M	0.08%	240

Other funds holding ABM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Simplicity Wealth's ABM Position: Q3 2024 in Review

Simplicity Wealth sold out of ABM Industries (ABM) in Q3 2024, closing a stake of 79,164 shares — an estimated $4M sold.

Simplicity Wealth first reported a position in ABM in Q1 2024 and held it in 2 quarters. The position peaked at $4M in Q2 2024. 304 funds tracked by Wall St. Rank hold ABM as of Q3 2024.

Simplicity Wealth reported no remaining ABM Industries position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 79,164 ABM Industries shares in Q3 2024, an estimated $4M.
Simplicity Wealth first reported a position in ABM Industries in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's ABM Industries position peaked at $4M in Q2 2024.
304 funds tracked by Wall St. Rank held ABM Industries as of Q3 2024.

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