BCWM
HDS

Bartlett & Co Wealth Management’s HD Supply Holdings, Inc. HDS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio HDS Stock Details HDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-13
Closed -$524 – 958
2019
Q2 		$524 Buy
+13
New +$558 ﹤0.01% 725

Other funds holding HDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Bartlett & Co Wealth Management's HDS Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of HD Supply Holdings, Inc. (HDS) in Q3 2019, closing a stake of 13 shares — an estimated $524 sold.

Bartlett & Co Wealth Management first reported a position in HDS in Q2 2019 and held it in 1 quarter. The position peaked at $524 in Q2 2019. 368 funds tracked by Wall St. Rank hold HDS as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining HD Supply Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 13 HD Supply Holdings, Inc. shares in Q3 2019, an estimated $524.
  • Bartlett & Co Wealth Management first reported a position in HD Supply Holdings, Inc. in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's HD Supply Holdings, Inc. position peaked at $524 in Q2 2019.
  • 368 funds tracked by Wall St. Rank held HD Supply Holdings, Inc. as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.