SW
MSGE icon

Simplicity Wealth’s Madison Square Garden MSGE Stock Holding History

Simplicity Wealth’s Portfolio MSGE Stock Details MSGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-75,696
Closed -$2.59M – 938
2024
Q2 		$2.59M Buy
75,696
+482
+0.6% +$17.8K 0.06% 308
2024
Q1 		$2.95M Buy
+75,214
New +$2.68M 0.07% 271

Other funds holding MSGE

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Simplicity Wealth's MSGE Position: Q3 2024 in Review

Simplicity Wealth sold out of Madison Square Garden (MSGE) in Q3 2024, closing a stake of 75,696 shares — an estimated $2.59M sold.

Simplicity Wealth first reported a position in MSGE in Q1 2024 and held it in 2 quarters. The position peaked at $2.95M in Q1 2024. 189 funds tracked by Wall St. Rank hold MSGE as of Q3 2024.

  • Simplicity Wealth reported no remaining Madison Square Garden position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 75,696 Madison Square Garden shares in Q3 2024, an estimated $2.59M.
  • Simplicity Wealth first reported a position in Madison Square Garden in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Madison Square Garden position peaked at $2.95M in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Madison Square Garden as of Q3 2024.

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