William Blair & Company
HOMZ icon

William Blair & Company’s Hoya Capital Housing ETF HOMZ Stock Holding History

William Blair & Company’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-700
Closed -$24.9K – 1813
2023
Q3 		$24.9K Hold
700
– – ﹤0.01% 1661
2023
Q2 		$27.1K Buy
+700
New +$24.9K ﹤0.01% 1670

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

William Blair & Company's HOMZ Position: Q4 2023 in Review

William Blair & Company sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2023, closing a stake of 700 shares — an estimated $24.9K sold.

William Blair & Company first reported a position in HOMZ in Q2 2023 and held it in 2 quarters. The position peaked at $27.1K in Q2 2023. 17 funds tracked by Wall St. Rank hold HOMZ as of Q4 2023.

  • William Blair & Company reported no remaining Hoya Capital Housing ETF position as of Q4 2023 after selling out during the quarter.
  • William Blair & Company sold 700 Hoya Capital Housing ETF shares in Q4 2023, an estimated $24.9K.
  • William Blair & Company first reported a position in Hoya Capital Housing ETF in Q2 2023 and held it in 2 quarters.
  • William Blair & Company's Hoya Capital Housing ETF position peaked at $27.1K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2023.

Based on William Blair & Company's 13F filing for Q4 2023, filed 12 Feb 2024.