Fidelity Investments’s Hoya Capital Housing ETF HOMZ Stock Holding History

Fidelity Investments’s Portfolio HOMZ Stock Details HOMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$36	–	5528
2023 Q3	$36	Buy	+1	New	+$38	﹤0.01%	4986
2022 Q4	–	Sell	-1	Closed	–	–	5460
2022 Q3	$0	Buy	+1	New	+$34	﹤0.01%	5120
2022 Q2	–	Sell	-1	Closed	–	–	5181
2022 Q1	$0	Buy	+1	New	+$41	﹤0.01%	5202
2021 Q1	–	Sell	-2	Closed	–	–	4230
2020 Q4	$0	Buy	+2	New	+$63	﹤0.01%	4044

Other funds holding HOMZ

Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HCRE

Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Fidelity Investments's HOMZ Position: Q4 2023 in Review

Fidelity Investments sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2023, closing a stake of 1 share — an estimated $36 sold.

Fidelity Investments first reported a position in HOMZ in Q4 2020 and held it in 4 quarters. The position peaked at $36 in Q3 2023. 17 funds tracked by Wall St. Rank hold HOMZ as of Q4 2023.

Fidelity Investments reported no remaining Hoya Capital Housing ETF position as of Q4 2023 after selling out during the quarter.
Fidelity Investments sold 1 Hoya Capital Housing ETF share in Q4 2023, an estimated $36.
Fidelity Investments first reported a position in Hoya Capital Housing ETF in Q4 2020 and held it in 4 quarters.
Fidelity Investments's Hoya Capital Housing ETF position peaked at $36 in Q3 2023.
17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.