Amica Retiree Medical Trust’s Healthcare Realty Trust Incorporated HR Stock Holding History

Amica Retiree Medical Trust’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
2021 Q2	–	Sell	-8,232	Closed	-$250K	–	157
2021 Q1	$250K	Hold	8,232	–	–	0.17%	110
2020 Q4	$244K	Hold	8,232	–	–	0.17%	120
2020 Q3	$248K	Hold	8,232	–	–	0.19%	116
2020 Q2	$241K	Buy	8,232 +1,065	+15%	+$31.9K	0.19%	145
2020 Q1	$200K	Hold	7,167	–	–	0.18%	163
2019 Q4	$239K	Hold	7,167	–	–	0.18%	179
2019 Q3	$240K	Hold	7,167	–	–	0.19%	166
2019 Q2	$224K	Hold	7,167	–	–	0.18%	163
2019 Q1	$230K	Buy	+7,167	New	+$225K	0.2%	152
2016 Q3	–	Sell	-1,000	Closed	-$35K	–	445
2016 Q2	$35K	Hold	1,000	–	–	0.03%	379
2016 Q1	$31K	Hold	1,000	–	–	0.03%	380
2015 Q4	$28K	Hold	1,000	–	–	0.02%	383
2015 Q3	$25K	Hold	1,000	–	–	0.02%	362
2015 Q2	$23K	Hold	1,000	–	–	0.02%	369
2015 Q1	$28K	Buy	+1,000	New	+$28.5K	0.02%	349
2014 Q3	–	Sell	-1,059	Closed	-$27K	–	398
2014 Q2	$27K	Hold	1,059	–	–	0.02%	349
2014 Q1	$26K	Hold	1,059	–	–	0.02%	340
2013 Q4	$23K	Buy	+1,059	New	+$24K	0.02%	348

Other funds holding HR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Amica Retiree Medical Trust's HR Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2021, closing a stake of 8,232 shares — an estimated $250K sold.

Amica Retiree Medical Trust first reported a position in HR in Q4 2013 and held it in 18 quarters. The position peaked at $250K in Q1 2021. 280 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Amica Retiree Medical Trust reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2021 after selling out during the quarter.
Amica Retiree Medical Trust sold 8,232 Healthcare Realty Trust Incorporated shares in Q2 2021, an estimated $250K.
Amica Retiree Medical Trust first reported a position in Healthcare Realty Trust Incorporated in Q4 2013 and held it in 18 quarters.
Amica Retiree Medical Trust's Healthcare Realty Trust Incorporated position peaked at $250K in Q1 2021.
280 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.