Bogart Wealth LLC’s Sabra Healthcare REIT SBRA Stock Holding History

Bogart Wealth LLC’s Portfolio SBRA Stock Details SBRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5	Closed	-$59	–	1098
2023 Q2	$59	Hold	5	–	–	﹤0.01%	1035
2023 Q1	$58	Hold	5	–	–	﹤0.01%	1097
2022 Q4	$62	Hold	5	–	–	﹤0.01%	995
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1112
2022 Q2	$0	Hold	5	–	–	﹤0.01%	965
2022 Q1	$0	Hold	5	–	–	﹤0.01%	840
2021 Q4	$0	Hold	5	–	–	﹤0.01%	808
2021 Q3	$0	Hold	5	–	–	﹤0.01%	763
2021 Q2	$0	Hold	5	–	–	﹤0.01%	723
2021 Q1	$0	Hold	5	–	–	﹤0.01%	663
2020 Q4	$0	Hold	5	–	–	﹤0.01%	498
2020 Q3	$0	Hold	5	–	–	﹤0.01%	482
2020 Q2	$0	Hold	5	–	–	﹤0.01%	467
2020 Q1	$0	Sell	5 -5	-50%	-$92	﹤0.01%	455
2019 Q4	$0	Hold	10	–	–	﹤0.01%	406
2019 Q3	$0	Hold	10	–	–	﹤0.01%	379
2019 Q2	$0	Sell	10 -5	-33%	-$97	﹤0.01%	364
2019 Q1	$0	Sell	15 -148	-91%	-$2.8K	﹤0.01%	371
2018 Q4	$2K	Buy	163 +123	+308%	+$2.48K	﹤0.01%	318
2018 Q3	$1K	Sell	40 -123	-75%	-$2.79K	﹤0.01%	323
2018 Q2	$3K	Hold	163	–	–	﹤0.01%	305
2018 Q1	$3K	Hold	163	–	–	﹤0.01%	300
2017 Q4	$3K	Hold	163	–	–	﹤0.01%	295
2017 Q3	$4K	Buy	+163	New	+$3.68K	﹤0.01%	286

Other funds holding SBRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bogart Wealth LLC's SBRA Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Sabra Healthcare REIT (SBRA) in Q3 2023, closing a stake of 5 shares — an estimated $59 sold.

Bogart Wealth LLC first reported a position in SBRA in Q3 2017 and held it in 24 quarters. The position peaked at $4K in Q3 2017. 329 funds tracked by Wall St. Rank hold SBRA as of Q3 2023.

Bogart Wealth LLC reported no remaining Sabra Healthcare REIT position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 5 Sabra Healthcare REIT shares in Q3 2023, an estimated $59.
Bogart Wealth LLC first reported a position in Sabra Healthcare REIT in Q3 2017 and held it in 24 quarters.
Bogart Wealth LLC's Sabra Healthcare REIT position peaked at $4K in Q3 2017.
329 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.