AMI
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Amica Mutual Insurance’s Welltower WELL Stock Holding History

Amica Mutual Insurance’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,837
Closed -$559K – 311
2019
Q4 		$559K Hold
6,837
– – 0.07% 270
2019
Q3 		$620K Hold
6,837
– – 0.08% 266
2019
Q2 		$557K Hold
6,837
– – 0.07% 276
2019
Q1 		$531K Sell
6,837
-5,291
-44% -$397K 0.07% 281
2018
Q4 		$842K Buy
12,128
+6,246
+106% +$425K 0.11% 213
2018
Q3 		$378K Sell
5,882
-6,380
-52% -$412K 0.04% 312
2018
Q2 		$769K Hold
12,262
– – 0.09% 234
2018
Q1 		$667K Sell
12,262
-44,507
-78% -$2.51M 0.08% 257
2017
Q4 		$3.62M Sell
56,769
-4,824
-8% -$324K 0.36% 76
2017
Q3 		$4.33M Buy
+61,593
New +$4.48M 0.39% 71
2017
Q2 		– Sell
-58,753
Closed -$4.16M – 373
2017
Q1 		$4.16M Buy
58,753
+14,706
+33% +$992K 0.38% 73
2016
Q4 		$2.95M Buy
44,047
+17,953
+69% +$1.19M 0.26% 103
2016
Q3 		$1.95M Sell
26,094
-7,500
-22% -$574K 0.18% 147
2016
Q2 		$2.56M Sell
33,594
-7,500
-18% -$533K 0.25% 114
2016
Q1 		$2.85M Hold
41,094
– – 0.27% 103
2015
Q4 		$2.8M Buy
+41,094
New +$2.68M 0.25% 111
2015
Q3 		– Sell
-51,094
Closed -$3.35M – 399
2015
Q2 		$3.35M Sell
51,094
-22,900
-31% -$1.64M 0.29% 105
2015
Q1 		$5.72M Buy
73,994
+1,901
+3% +$150K 0.47% 62
2014
Q4 		$5.46M Hold
72,093
– – 0.43% 72
2014
Q3 		$4.5M Buy
72,093
+49,508
+219% +$3.19M 0.36% 87
2014
Q2 		$1.42M Hold
22,585
– – 0.11% 207
2014
Q1 		$1.35M Hold
22,585
– – 0.11% 205
2013
Q4 		$1.21M Hold
22,585
– – 0.1% 212
2013
Q3 		$1.41M Buy
22,585
+3,000
+15% +$191K 0.12% 194
2013
Q2 		$1.31M Buy
+19,585
New +$1.39M 0.11% 203

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Amica Mutual Insurance's WELL Position: Q1 2020 in Review

Amica Mutual Insurance sold out of Welltower (WELL) in Q1 2020, closing a stake of 6,837 shares — an estimated $559K sold.

Amica Mutual Insurance first reported a position in WELL in Q2 2013 and held it in 25 quarters. The position peaked at $5.72M in Q1 2015. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Amica Mutual Insurance reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Amica Mutual Insurance sold 6,837 Welltower shares in Q1 2020, an estimated $559K.
  • Amica Mutual Insurance first reported a position in Welltower in Q2 2013 and held it in 25 quarters.
  • Amica Mutual Insurance's Welltower position peaked at $5.72M in Q1 2015.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Amica Mutual Insurance's 13F filing for Q1 2020, filed 13 May 2020.