Carolinas Wealth Consulting’s Howard Hughes HHH Stock Holding History

Carolinas Wealth Consulting’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
2023 Q3	–	Sell	-117	Closed	-$8.84K	–	1057
2023 Q2	$8.84K	Hold	117	–	–	﹤0.01%	609
2023 Q1	$8.96K	Sell	117 -35	-23%	-$2.72K	﹤0.01%	619
2022 Q4	$11.1K	Hold	152	–	–	﹤0.01%	604
2022 Q3	$8K	Hold	152	–	–	﹤0.01%	598
2022 Q2	$10K	Hold	152	–	–	﹤0.01%	573
2022 Q1	$15K	Hold	152	–	–	﹤0.01%	536
2021 Q4	$15K	Hold	152	–	–	﹤0.01%	551
2021 Q3	$13K	Hold	152	–	–	﹤0.01%	553
2021 Q2	$14K	Hold	152	–	–	﹤0.01%	565
2021 Q1	$14K	Hold	152	–	–	﹤0.01%	576
2020 Q4	$11K	Hold	152	–	–	﹤0.01%	567
2020 Q3	$8K	Sell	152 -98	-39%	-$5.24K	﹤0.01%	510
2020 Q2	$12K	Buy	+250	New	+$12.6K	﹤0.01%	327

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

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

Principal Financial Group

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

Harris Associates

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

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

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

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