VFA
HDS

Valeo Financial Advisors’s HD Supply Holdings, Inc. HDS Stock Holding History

Valeo Financial Advisors’s Portfolio HDS Stock Details HDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-16
Closed -$1K – 1664
2018
Q4 		$1K Sell
16
-14
-47% -$539 ﹤0.01% 1446
2018
Q3 		$1K Buy
30
+10
+50% +$438 ﹤0.01% 1732
2018
Q2 		$1K Hold
20
– – ﹤0.01% 1562
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1504
2017
Q4 		$1K Buy
20
+14
+233% +$514 ﹤0.01% 1356
2017
Q3 		$0 Buy
+6
New +$193 ﹤0.01% 1196

Other funds holding HDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's HDS Position: Q1 2019 in Review

Valeo Financial Advisors sold out of HD Supply Holdings, Inc. (HDS) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HDS in Q3 2017 and held it in 6 quarters. The position peaked at $1K in Q4 2018. 395 funds tracked by Wall St. Rank hold HDS as of Q1 2019.

  • Valeo Financial Advisors reported no remaining HD Supply Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 16 HD Supply Holdings, Inc. shares in Q1 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in HD Supply Holdings, Inc. in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's HD Supply Holdings, Inc. position peaked at $1K in Q4 2018.
  • 395 funds tracked by Wall St. Rank held HD Supply Holdings, Inc. as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.