Allworth Financial’s Howard Hughes HHH Stock Holding History

Allworth Financial’s Portfolio HHH Stock Details HHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.1K	Sell	523 -139	-21%	-$10.4K	﹤0.01%	2627
2025 Q4	$52.8K	Buy	662 +238	+56%	+$19.7K	﹤0.01%	2158
2025 Q3	$34.8K	Buy	424 +61	+17%	+$4.52K	﹤0.01%	2357
2025 Q2	$24.5K	Buy	363 +208	+134%	+$14.2K	﹤0.01%	2400
2025 Q1	$10.5K	Buy	155 +38	+32%	+$2.87K	﹤0.01%	2410
2024 Q4	$8.78K	Hold	117	–	–	﹤0.01%	2488
2024 Q3	$9.06K	Buy	117 +113	+2,825%	+$7.98K	﹤0.01%	2308
2024 Q2	$286	Sell	4 -2	-33%	-$125	﹤0.01%	3500
2024 Q1	$436	Buy	6 +2	+50%	+$148	﹤0.01%	3316
2023 Q4	$343	Sell	4 -13	-76%	-$912	﹤0.01%	3211
2023 Q3	$1.19K	Sell	17 -105	-86%	-$7.92K	﹤0.01%	2779
2023 Q2	$9.15K	Sell	122 -6	-5%	-$435	﹤0.01%	1886
2023 Q1	$9.76K	Buy	128 +6	+5%	+$467	﹤0.01%	1800
2022 Q4	$8.87K	Buy	122 +118	+2,950%	+$7.51K	﹤0.01%	1721
2022 Q3	$0	Buy	4 +2	+100%	+$128	﹤0.01%	2841
2022 Q2	$0	Buy	+2	New	+$164	﹤0.01%	2563
2021 Q2	–	Sell	-315	Closed	-$29K	–	1603
2021 Q1	$29K	Buy	+315	New	+$27.7K	﹤0.01%	691

Other funds holding HHH

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return