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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return