AJO LP’s Healthcare Realty HR Stock Holding History

AJO LP’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-22,971	Closed	-$597K	–	442
2020 Q3	$597K	Buy	+22,971	New	+$603K	0.01%	518
2019 Q2	–	Sell	-12,187	Closed	-$348K	–	685
2019 Q1	$348K	Buy	+12,187	New	+$339K	﹤0.01%	598

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AJO LP's HR Position: Q4 2020 in Review

AJO LP sold out of Healthcare Realty (HR) in Q4 2020, closing a stake of 22,971 shares — an estimated $597K sold.

AJO LP first reported a position in HR in Q1 2019 and held it in 2 quarters. The position peaked at $597K in Q3 2020. 342 funds tracked by Wall St. Rank hold HR as of Q4 2020.

AJO LP reported no remaining Healthcare Realty position as of Q4 2020 after selling out during the quarter.
AJO LP sold 22,971 Healthcare Realty shares in Q4 2020, an estimated $597K.
AJO LP first reported a position in Healthcare Realty in Q1 2019 and held it in 2 quarters.
AJO LP's Healthcare Realty position peaked at $597K in Q3 2020.
342 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.