OIA
HMHC

Optimum Investment Advisors’s Houghton Mifflin Harcourt Company HMHC Stock Holding History

Optimum Investment Advisors’s Portfolio HMHC Stock Details HMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,500
Closed -$80K – 994
2021
Q1 		$80K Hold
10,500
– – 0.02% 414
2020
Q4 		$35K Buy
+10,500
New +$31.3K 0.01% 540

Other funds holding HMHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Optimum Investment Advisors's HMHC Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Houghton Mifflin Harcourt Company (HMHC) in Q2 2021, closing a stake of 10,500 shares — an estimated $80K sold.

Optimum Investment Advisors first reported a position in HMHC in Q4 2020 and held it in 2 quarters. The position peaked at $80K in Q1 2021. 140 funds tracked by Wall St. Rank hold HMHC as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Houghton Mifflin Harcourt Company position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 10,500 Houghton Mifflin Harcourt Company shares in Q2 2021, an estimated $80K.
  • Optimum Investment Advisors first reported a position in Houghton Mifflin Harcourt Company in Q4 2020 and held it in 2 quarters.
  • Optimum Investment Advisors's Houghton Mifflin Harcourt Company position peaked at $80K in Q1 2021.
  • 140 funds tracked by Wall St. Rank held Houghton Mifflin Harcourt Company as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.