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Simplicity Wealth’s Graham Holdings Company GHC Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-2,424
Closed -$1.7M – 763
2024
Q2 		$1.7M Sell
2,424
-2
-0.1% -$1.46K 0.04% 381
2024
Q1 		$1.86M Buy
+2,426
New +$1.74M 0.04% 368

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 Wealth's GHC Position: Q3 2024 in Review

Simplicity Wealth sold out of Graham Holdings Company (GHC) in Q3 2024, closing a stake of 2,424 shares — an estimated $1.7M sold.

Simplicity Wealth first reported a position in GHC in Q1 2024 and held it in 2 quarters. The position peaked at $1.86M in Q1 2024. 261 funds tracked by Wall St. Rank hold GHC as of Q3 2024.

  • Simplicity Wealth reported no remaining Graham Holdings Company position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,424 Graham Holdings Company shares in Q3 2024, an estimated $1.7M.
  • Simplicity Wealth first reported a position in Graham Holdings Company in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Graham Holdings Company position peaked at $1.86M in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Graham Holdings Company as of Q3 2024.

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