STA
HOUS

Summit Trail Advisors’s Anywhere Real Estate HOUS Stock Holding History

Summit Trail Advisors’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
2019
Q4 		– Sell
-22,841
Closed -$153K – 88
2019
Q3 		$153K Hold
22,841
– – 0.05% 86
2019
Q2 		$165K Buy
22,841
+11,751
+106% +$109K 0.07% 73
2019
Q1 		$126K Buy
+11,090
New +$171K 0.05% 79
2018
Q1 		– Sell
-164
Closed -$4K – 974
2017
Q4 		$4K Buy
+164
New +$4.75K ﹤0.01% 1469

Other funds holding HOUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Summit Trail Advisors's HOUS Position: Q4 2019 in Review

Summit Trail Advisors sold out of Anywhere Real Estate (HOUS) in Q4 2019, closing a stake of 22,841 shares — an estimated $153K sold.

Summit Trail Advisors first reported a position in HOUS in Q4 2017 and held it in 4 quarters. The position peaked at $165K in Q2 2019. 224 funds tracked by Wall St. Rank hold HOUS as of Q4 2019.

  • Summit Trail Advisors reported no remaining Anywhere Real Estate position as of Q4 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 22,841 Anywhere Real Estate shares in Q4 2019, an estimated $153K.
  • Summit Trail Advisors first reported a position in Anywhere Real Estate in Q4 2017 and held it in 4 quarters.
  • Summit Trail Advisors's Anywhere Real Estate position peaked at $165K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q4 2019.

Based on Summit Trail Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.