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 $6.73T AUM 46.02% 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 $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return

Bourgeon Capital Management's HOUS Position: Q4 2020 in Review

Bourgeon Capital Management sold out of Anywhere Real Estate (HOUS) in Q4 2020, closing a stake of 16,400 shares — an estimated $155K sold.

Bourgeon Capital Management first reported a position in HOUS in Q3 2019 and held it in 5 quarters. The position peaked at $155K in Q3 2020. 230 funds tracked by Wall St. Rank hold HOUS as of Q4 2020.

  • Bourgeon Capital Management reported no remaining Anywhere Real Estate position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 16,400 Anywhere Real Estate shares in Q4 2020, an estimated $155K.
  • Bourgeon Capital Management first reported a position in Anywhere Real Estate in Q3 2019 and held it in 5 quarters.
  • Bourgeon Capital Management's Anywhere Real Estate position peaked at $155K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.