LPL Financial
HOUS

LPL Financial’s Anywhere Real Estate HOUS Stock Holding History

LPL 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
2020
Q1 		– Sell
-85,970
Closed -$832K – 3320
2019
Q4 		$832K Buy
+85,970
New +$789K ﹤0.01% 1973
2019
Q3 		– Sell
-10,741
Closed -$78K – 3327
2019
Q2 		$78K Sell
10,741
-10,054
-48% -$93.6K ﹤0.01% 3173
2019
Q1 		$237K Sell
20,795
-3,096
-13% -$47.7K ﹤0.01% 2823
2018
Q4 		$351K Sell
23,891
-16,833
-41% -$306K ﹤0.01% 2347
2018
Q3 		$841K Buy
40,724
+2,039
+5% +$44.4K ﹤0.01% 1814
2018
Q2 		$882K Buy
38,685
+5,635
+17% +$140K ﹤0.01% 1707
2018
Q1 		$902K Buy
33,050
+1,057
+3% +$27.7K ﹤0.01% 1686
2017
Q4 		$848K Buy
31,993
+1,776
+6% +$51.5K ﹤0.01% 1648
2017
Q3 		$996K Buy
30,217
+18,140
+150% +$613K ﹤0.01% 1431
2017
Q2 		$392K Sell
12,077
-7,057
-37% -$214K ﹤0.01% 2067
2017
Q1 		$557K Buy
+19,134
New +$520K ﹤0.01% 1714
2015
Q4 		– Sell
-5,202
Closed -$204K – 3198
2015
Q3 		$204K Buy
5,202
+554
+12% +$24.1K ﹤0.01% 2495
2015
Q2 		$226K Buy
4,648
+144
+3% +$6.7K ﹤0.01% 2538
2015
Q1 		$207K Sell
4,504
-616
-12% -$28.4K ﹤0.01% 2536
2014
Q4 		$228K Buy
+5,120
New +$213K ﹤0.01% 2394
2014
Q1 		– Sell
-4,853
Closed -$240K – 2681
2013
Q4 		$240K Sell
4,853
-694
-13% -$31.4K ﹤0.01% 2296
2013
Q3 		$243K Sell
5,547
-7,619
-58% -$345K ﹤0.01% 2177
2013
Q2 		$632K Buy
+13,166
New +$645K ﹤0.01% 1403

Other funds holding HOUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $44.2M AUM 2.65% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return