Sendero Wealth Management’s Howard Hughes HHH Stock Holding History

Sendero Wealth Management’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
2024 Q1	–	Sell	-2,612	Closed	-$213K	–	157
2023 Q4	$213K	Buy	+2,612	New	+$183K	0.04%	145
2023 Q3	–	Sell	-2,675	Closed	-$201K	–	154
2023 Q2	$201K	Buy	+2,675	New	+$194K	0.04%	148
2022 Q3	–	Sell	-4,804	Closed	-$312K	–	102
2022 Q2	$312K	Buy	4,804 +140	+3%	+$11.5K	0.3%	77
2022 Q1	$460K	Buy	4,664 +1,034	+28%	+$95.3K	0.21%	52
2021 Q4	$352K	Buy	+3,630	New	+$318K	0.16%	72

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

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

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

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

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

DSC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Sendero Wealth Management's HHH Position: Q1 2024 in Review

Sendero Wealth Management sold out of Howard Hughes (HHH) in Q1 2024, closing a stake of 2,612 shares — an estimated $213K sold.

Sendero Wealth Management first reported a position in HHH in Q4 2021 and held it in 5 quarters. The position peaked at $460K in Q1 2022. 258 funds tracked by Wall St. Rank hold HHH as of Q1 2024.

Sendero Wealth Management reported no remaining Howard Hughes position as of Q1 2024 after selling out during the quarter.
Sendero Wealth Management sold 2,612 Howard Hughes shares in Q1 2024, an estimated $213K.
Sendero Wealth Management first reported a position in Howard Hughes in Q4 2021 and held it in 5 quarters.
Sendero Wealth Management's Howard Hughes position peaked at $460K in Q1 2022.
258 funds tracked by Wall St. Rank held Howard Hughes as of Q1 2024.

Based on Sendero Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.