Whitener Capital Management’s Home BancShares HOMB Stock Holding History

Whitener Capital Management’s Portfolio HOMB Stock Details HOMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$3K	–	255
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	424
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	410
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	405
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	384
2018 Q3	$4K	Buy	+200	New	+$4.65K	﹤0.01%	384

Other funds holding HOMB

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

Whitener Capital Management's HOMB Position: Q4 2019 in Review

Whitener Capital Management sold out of Home BancShares (HOMB) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Whitener Capital Management first reported a position in HOMB in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 235 funds tracked by Wall St. Rank hold HOMB as of Q4 2019.

Whitener Capital Management reported no remaining Home BancShares position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 200 Home BancShares shares in Q4 2019, an estimated $3K.
Whitener Capital Management first reported a position in Home BancShares in Q3 2018 and held it in 5 quarters.
Whitener Capital Management's Home BancShares position peaked at $4K in Q3 2018.
235 funds tracked by Wall St. Rank held Home BancShares as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.