Ropes Wealth Advisors’s Howard Hughes HHH Stock Holding History

Ropes Wealth 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
2023 Q2	–	Sell	-39,444	Closed	-$3.01M	–	277
2023 Q1	$3.01M	Hold	39,444	–	–	0.54%	45
2022 Q4	$2.87M	Hold	39,444	–	–	0.52%	46
2022 Q3	$2.08M	Hold	39,444	–	–	0.44%	59
2022 Q2	$2.56M	Hold	39,444	–	–	0.53%	49
2022 Q1	$3.9M	Buy	+39,444	New	+$3.64M	0.67%	36

Other funds holding HHH

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Ropes Wealth Advisors's HHH Position: Q2 2023 in Review

Ropes Wealth Advisors sold out of Howard Hughes (HHH) in Q2 2023, closing a stake of 39,444 shares — an estimated $3.01M sold.

Ropes Wealth Advisors first reported a position in HHH in Q1 2022 and held it in 5 quarters. The position peaked at $3.9M in Q1 2022. 242 funds tracked by Wall St. Rank hold HHH as of Q2 2023.

Ropes Wealth Advisors reported no remaining Howard Hughes position as of Q2 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 39,444 Howard Hughes shares in Q2 2023, an estimated $3.01M.
Ropes Wealth Advisors first reported a position in Howard Hughes in Q1 2022 and held it in 5 quarters.
Ropes Wealth Advisors's Howard Hughes position peaked at $3.9M in Q1 2022.
242 funds tracked by Wall St. Rank held Howard Hughes as of Q2 2023.

Based on Ropes Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.