FIM
HCDI

Freedom Investment Management’s Harbor Custom Development, Inc. Common Stock HCDI Stock Holding History

Freedom Investment Management’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
2022
Q2 		– Sell
-771
Closed -$35K – 859
2022
Q1 		$35K Sell
771
-512
-40% -$23.2K ﹤0.01% 762
2021
Q4 		$68K Sell
1,283
-242
-16% -$11.4K 0.01% 844
2021
Q3 		$72K Sell
1,525
-238
-13% -$13.5K 0.01% 799
2021
Q2 		$114K Buy
1,763
+158
+10% +$10.4K 0.01% 848
2021
Q1 		$102K Buy
+1,605
New +$109K 0.01% 819

Other funds holding HCDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freedom Investment Management's HCDI Position: Q2 2022 in Review

Freedom Investment Management sold out of Harbor Custom Development, Inc. Common Stock (HCDI) in Q2 2022, closing a stake of 771 shares — an estimated $35K sold.

Freedom Investment Management first reported a position in HCDI in Q1 2021 and held it in 5 quarters. The position peaked at $114K in Q2 2021. 17 funds tracked by Wall St. Rank hold HCDI as of Q2 2022.

  • Freedom Investment Management reported no remaining Harbor Custom Development, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 771 Harbor Custom Development, Inc. Common Stock shares in Q2 2022, an estimated $35K.
  • Freedom Investment Management first reported a position in Harbor Custom Development, Inc. Common Stock in Q1 2021 and held it in 5 quarters.
  • Freedom Investment Management's Harbor Custom Development, Inc. Common Stock position peaked at $114K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. Common Stock as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.