Braun-Bostich & Associates’s Diversified Healthcare Trust DHC Stock Holding History

Braun-Bostich & Associates’s Portfolio DHC Stock Details DHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,046	Closed	-$39K	–	99
2020 Q3	$39K	Buy	11,046 +3,543	+47%	+$13.8K	0.04%	164
2020 Q2	$33K	Hold	7,503	–	–	0.03%	144
2020 Q1	$22K	Hold	7,503	–	–	0.03%	153
2019 Q4	$63K	Buy	+7,503	New	+$63.2K	0.06%	137
2019 Q3	–	Sell	-6,057	Closed	-$50K	–	135
2019 Q2	$50K	Hold	6,057	–	–	0.05%	191
2019 Q1	$71K	Hold	6,057	–	–	0.07%	180
2018 Q4	$71K	Buy	6,057 +1,210	+25%	+$18K	0.08%	157
2018 Q3	$85K	Hold	4,847	–	–	0.08%	152
2018 Q2	$88K	Hold	4,847	–	–	0.09%	147
2018 Q1	$76K	Buy	4,847 +1,131	+30%	+$18.8K	0.07%	146
2017 Q4	$71K	Buy	+3,716	New	+$71.1K	0.06%	157

Other funds holding DHC

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

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

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

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

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Braun-Bostich & Associates's DHC Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 11,046 shares — an estimated $39K sold.

Braun-Bostich & Associates first reported a position in DHC in Q4 2017 and held it in 11 quarters. The position peaked at $88K in Q2 2018. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

Braun-Bostich & Associates reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 11,046 Diversified Healthcare Trust shares in Q4 2020, an estimated $39K.
Braun-Bostich & Associates first reported a position in Diversified Healthcare Trust in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Diversified Healthcare Trust position peaked at $88K in Q2 2018.
229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.