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Legacy Financial Advisors’s Howard Hughes HHH Stock Holding History

Legacy Financial Advisors’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,269
Closed -$516K – 86
2019
Q4 		$516K Buy
4,269
+430
+11% +$47.7K 0.16% 62
2019
Q3 		$474K Sell
3,839
-121
-3% -$15K 0.16% 64
2019
Q2 		$467K Sell
3,960
-68
-2% -$6.97K 0.17% 64
2019
Q1 		$422K Buy
4,028
+178
+5% +$18.4K 0.14% 69
2018
Q4 		$358K Buy
3,850
+21
+0.5% +$2.18K 0.14% 66
2018
Q3 		$453K Buy
3,829
+923
+32% +$116K 0.16% 55
2018
Q2 		$393K Sell
2,906
-10
-0.3% -$1.27K 0.15% 61
2018
Q1 		$375K Buy
2,916
+1,594
+121% +$195K 0.15% 66
2017
Q4 		$165K Buy
+1,322
New +$158K 0.07% 131

Other funds holding HHH

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return