BCM
HOUS

Bourgeon Capital Management’s Anywhere Real Estate HOUS Stock Holding History

Bourgeon Capital Management’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,400
Closed -$155K – 290
2020
Q3 		$155K Buy
16,400
+16,000
+4,000% +$154K 0.05% 97
2020
Q2 		$3K Sell
400
-1,250
-76% -$6.45K ﹤0.01% 228
2020
Q1 		$5K Buy
1,650
+900
+120% +$7.92K ﹤0.01% 214
2019
Q4 		$7K Sell
750
-750
-50% -$6.88K ﹤0.01% 194
2019
Q3 		$10K Buy
+1,500
New +$8.66K 0.01% 181

Other funds holding HOUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $44.2M AUM 2.65% 1-Year Est. Return