| Quarter | Score |
|---|---|
| 2026-Q2 | 38.0 |
Stable institutional holding; maintain existing positions
No price reference available to measure drift vs fund cost basis
1 of 18 tracked funds hold HEFT. Avg conviction: 0.0%. Net adding. First tracked at $26.52.
Current price unavailable — check back later
Too early to measure — check back next quarter
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | New Buy |