E
HCDI

Ergoteles’s Harbor Custom Development, Inc. Common Stock HCDI Stock Holding History

Ergoteles’s Portfolio HCDI Stock Details HCDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-970
Closed -$7.57K – 1920
2022
Q4 		$7.57K Buy
+970
New +$14.5K ﹤0.01% 1377

Other funds holding HCDI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ergoteles's HCDI Position: Q1 2023 in Review

Ergoteles sold out of Harbor Custom Development, Inc. Common Stock (HCDI) in Q1 2023, closing a stake of 970 shares — an estimated $7.57K sold.

Ergoteles first reported a position in HCDI in Q4 2022 and held it in 1 quarter. The position peaked at $7.57K in Q4 2022. 7 funds tracked by Wall St. Rank hold HCDI as of Q1 2023.

  • Ergoteles reported no remaining Harbor Custom Development, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 970 Harbor Custom Development, Inc. Common Stock shares in Q1 2023, an estimated $7.57K.
  • Ergoteles first reported a position in Harbor Custom Development, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Ergoteles's Harbor Custom Development, Inc. Common Stock position peaked at $7.57K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. Common Stock as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.