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Summit Financial Strategies’s Howard Hughes HHH Stock Holding History

Summit Financial Strategies’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
2018
Q4 		– Sell
-1,836
Closed -$217K – 61
2018
Q3 		$217K Buy
+1,836
New +$231K 0.1% 55

Other funds holding HHH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Summit Financial Strategies's HHH Position: Q4 2018 in Review

Summit Financial Strategies sold out of Howard Hughes (HHH) in Q4 2018, closing a stake of 1,836 shares — an estimated $217K sold.

Summit Financial Strategies first reported a position in HHH in Q3 2018 and held it in 1 quarter. The position peaked at $217K in Q3 2018. 245 funds tracked by Wall St. Rank hold HHH as of Q4 2018.

  • Summit Financial Strategies reported no remaining Howard Hughes position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Strategies sold 1,836 Howard Hughes shares in Q4 2018, an estimated $217K.
  • Summit Financial Strategies first reported a position in Howard Hughes in Q3 2018 and held it in 1 quarter.
  • Summit Financial Strategies's Howard Hughes position peaked at $217K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Howard Hughes as of Q4 2018.

Based on Summit Financial Strategies's 13F filing for Q4 2018, filed 6 Feb 2019.