JIC
HOUS

Joel Isaacson & Co’s Anywhere Real Estate HOUS Stock Holding History

Joel Isaacson & Co’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,100
Closed -$54K – 326
2016
Q4 		$54K Hold
2,100
– – 0.01% 296
2016
Q3 		$54K Buy
2,100
+500
+31% +$13.9K 0.01% 308
2016
Q2 		$46K Buy
1,600
+1,000
+167% +$32.9K 0.01% 334
2016
Q1 		$22K Hold
600
– – ﹤0.01% 470
2015
Q4 		$22K Hold
600
– – 0.01% 450
2015
Q3 		$23K Hold
600
– – 0.01% 455
2015
Q2 		$28K Hold
600
– – 0.01% 452
2015
Q1 		$27K Hold
600
– – 0.01% 441
2014
Q4 		$27K Hold
600
– – 0.01% 394
2014
Q3 		$22K Hold
600
– – 0.01% 407
2014
Q2 		$23K Buy
+600
New +$23.3K 0.01% 392

Other funds holding HOUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return