Baldwin Wealth Partners’s Howard Hughes HHH Stock Holding History

Baldwin Wealth Partners’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
2020 Q2	–	Sell	-105	Closed	-$5K	–	539
2020 Q1	$5K	Sell	105 -100	-49%	-$10K	﹤0.01%	471
2019 Q4	$25K	Hold	205	–	–	﹤0.01%	391
2019 Q3	$25K	Hold	205	–	–	﹤0.01%	379
2019 Q2	$24K	Hold	205	–	–	﹤0.01%	378
2019 Q1	$21K	Sell	205 -89	-30%	-$9.22K	﹤0.01%	393
2018 Q4	$27K	Hold	294	–	–	﹤0.01%	351
2018 Q3	$35K	Hold	294	–	–	﹤0.01%	349
2018 Q2	$37K	Hold	294	–	–	0.01%	342
2018 Q1	$39K	Sell	294 -84	-22%	-$10.3K	0.01%	325
2017 Q4	$47K	Hold	378	–	–	0.01%	307
2017 Q3	$42K	Hold	378	–	–	0.01%	305
2017 Q2	$44K	Hold	378	–	–	0.01%	310
2017 Q1	$42K	Sell	378 -524	-58%	-$56.4K	0.01%	304
2016 Q4	$98K	Hold	902	–	–	0.02%	229
2016 Q3	$98K	Hold	902	–	–	0.02%	229
2016 Q2	$98K	Hold	902	–	–	0.02%	209
2016 Q1	$91K	Buy	+902	New	+$82.9K	0.02%	246

Other funds holding HHH

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

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Harris Associates

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return