KPW
HMHC

Kore Private Wealth’s Houghton Mifflin Harcourt Company HMHC Stock Holding History

Kore Private Wealth’s Portfolio HMHC Stock Details HMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,000
Closed -$17K – 353
2020
Q3 		$17K Buy
+10,000
New +$22.3K ﹤0.01% 272

Other funds holding HMHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Kore Private Wealth's HMHC Position: Q4 2020 in Review

Kore Private Wealth sold out of Houghton Mifflin Harcourt Company (HMHC) in Q4 2020, closing a stake of 10,000 shares — an estimated $17K sold.

Kore Private Wealth first reported a position in HMHC in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 112 funds tracked by Wall St. Rank hold HMHC as of Q4 2020.

  • Kore Private Wealth reported no remaining Houghton Mifflin Harcourt Company position as of Q4 2020 after selling out during the quarter.
  • Kore Private Wealth sold 10,000 Houghton Mifflin Harcourt Company shares in Q4 2020, an estimated $17K.
  • Kore Private Wealth first reported a position in Houghton Mifflin Harcourt Company in Q3 2020 and held it in 1 quarter.
  • Kore Private Wealth's Houghton Mifflin Harcourt Company position peaked at $17K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Houghton Mifflin Harcourt Company as of Q4 2020.

Based on Kore Private Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.