Lee Financial’s Anywhere Real Estate HOUS Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-106	Closed	-$1K	–	894
2022 Q2	$1K	Hold	106	–	–	﹤0.01%	789
2022 Q1	$2K	Hold	106	–	–	﹤0.01%	647
2021 Q4	$2K	Hold	106	–	–	﹤0.01%	746
2021 Q3	$2K	Buy	+106	New	+$1.87K	﹤0.01%	620

Other funds holding HOUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lee Financial's HOUS Position: Q3 2022 in Review

Lee Financial sold out of Anywhere Real Estate (HOUS) in Q3 2022, closing a stake of 106 shares — an estimated $1K sold.

Lee Financial first reported a position in HOUS in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 206 funds tracked by Wall St. Rank hold HOUS as of Q3 2022.

Lee Financial reported no remaining Anywhere Real Estate position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 106 Anywhere Real Estate shares in Q3 2022, an estimated $1K.
Lee Financial first reported a position in Anywhere Real Estate in Q3 2021 and held it in 4 quarters.
Lee Financial's Anywhere Real Estate position peaked at $2K in Q1 2022.
206 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.