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Gradient Investments’s Home BancShares HOMB Stock Holding History

Gradient Investments’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,680
Closed -$182K – 1866
2023
Q3 		$182K Buy
+8,680
New +$198K ﹤0.01% 326
2015
Q1 		– Sell
-5,152
Closed -$83K – 674
2014
Q4 		$83K Buy
+5,152
New +$79.9K 0.01% 197

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gradient Investments's HOMB Position: Q4 2023 in Review

Gradient Investments sold out of Home BancShares (HOMB) in Q4 2023, closing a stake of 8,680 shares — an estimated $182K sold.

Gradient Investments first reported a position in HOMB in Q4 2014 and held it in 2 quarters. The position peaked at $182K in Q3 2023. 285 funds tracked by Wall St. Rank hold HOMB as of Q4 2023.

  • Gradient Investments reported no remaining Home BancShares position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 8,680 Home BancShares shares in Q4 2023, an estimated $182K.
  • Gradient Investments first reported a position in Home BancShares in Q4 2014 and held it in 2 quarters.
  • Gradient Investments's Home BancShares position peaked at $182K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Home BancShares as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.