LFA
HDS

Legacy Financial Advisors’s HD Supply Holdings, Inc. HDS Stock Holding History

Legacy Financial Advisors’s Portfolio HDS Stock Details HDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-12,856
Closed -$382K – 55
2020
Q1 		$382K Buy
+12,856
New +$480K 0.14% 46
2019
Q2 		– Sell
-1,012
Closed -$44K – 1015
2019
Q1 		$44K Buy
1,012
+35
+4% +$1.46K 0.01% 302
2018
Q4 		$37K Buy
977
+309
+46% +$11.9K 0.01% 296
2018
Q3 		$28K Hold
668
– – 0.01% 324
2018
Q2 		$29K Buy
668
+68
+11% +$2.75K 0.01% 321
2018
Q1 		$23K Hold
600
– – 0.01% 352
2017
Q4 		$24K Buy
+600
New +$22K 0.01% 342

Other funds holding HDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Legacy Financial Advisors's HDS Position: Q2 2020 in Review

Legacy Financial Advisors sold out of HD Supply Holdings, Inc. (HDS) in Q2 2020, closing a stake of 12,856 shares — an estimated $382K sold.

Legacy Financial Advisors first reported a position in HDS in Q4 2017 and held it in 7 quarters. The position peaked at $382K in Q1 2020. 355 funds tracked by Wall St. Rank hold HDS as of Q2 2020.

  • Legacy Financial Advisors reported no remaining HD Supply Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • Legacy Financial Advisors sold 12,856 HD Supply Holdings, Inc. shares in Q2 2020, an estimated $382K.
  • Legacy Financial Advisors first reported a position in HD Supply Holdings, Inc. in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's HD Supply Holdings, Inc. position peaked at $382K in Q1 2020.
  • 355 funds tracked by Wall St. Rank held HD Supply Holdings, Inc. as of Q2 2020.

Based on Legacy Financial Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.