Private Ocean’s Anywhere Real Estate HOUS Stock Holding History

Private Ocean’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
2021 Q3	–	Sell	-288	Closed	-$5K	–	588
2021 Q2	$5K	Hold	288	–	–	﹤0.01%	454
2021 Q1	$4K	Buy	+288	New	+$4.58K	﹤0.01%	507

Other funds holding HOUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Private Ocean's HOUS Position: Q3 2021 in Review

Private Ocean sold out of Anywhere Real Estate (HOUS) in Q3 2021, closing a stake of 288 shares — an estimated $5K sold.

Private Ocean first reported a position in HOUS in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 226 funds tracked by Wall St. Rank hold HOUS as of Q3 2021.

Private Ocean reported no remaining Anywhere Real Estate position as of Q3 2021 after selling out during the quarter.
Private Ocean sold 288 Anywhere Real Estate shares in Q3 2021, an estimated $5K.
Private Ocean first reported a position in Anywhere Real Estate in Q1 2021 and held it in 2 quarters.
Private Ocean's Anywhere Real Estate position peaked at $5K in Q2 2021.
226 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.