CSPIA
HMHC

Cary Street Partners Investment Advisory’s Houghton Mifflin Harcourt Company HMHC Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio HMHC Stock Details HMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-438
Closed -$1K – 942
2020
Q3 		$1K Buy
+438
New +$978 ﹤0.01% 971

Other funds holding HMHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Cary Street Partners Investment Advisory's HMHC Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Houghton Mifflin Harcourt Company (HMHC) in Q4 2020, closing a stake of 438 shares — an estimated $1K sold.

Cary Street Partners Investment Advisory first reported a position in HMHC in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 112 funds tracked by Wall St. Rank hold HMHC as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Houghton Mifflin Harcourt Company position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 438 Houghton Mifflin Harcourt Company shares in Q4 2020, an estimated $1K.
  • Cary Street Partners Investment Advisory first reported a position in Houghton Mifflin Harcourt Company in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Houghton Mifflin Harcourt Company position peaked at $1K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Houghton Mifflin Harcourt Company as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.