BA
DHC

Bridgewater Associates’s Diversified Healthcare Trust DHC Stock Holding History

Bridgewater 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
2019
Q1 		– Sell
-35,696
Closed -$418K – 362
2018
Q4 		$418K Buy
+35,696
New +$530K ﹤0.01% 431
2018
Q3 		– Sell
-30,818
Closed -$557K – 394
2018
Q2 		$557K Sell
30,818
-18,179
-37% -$301K 0.01% 327
2018
Q1 		$767K Buy
+48,997
New +$815K 0.01% 347
2017
Q3 		– Sell
-18,937
Closed -$387K – 315
2017
Q2 		$387K Buy
+18,937
New +$404K ﹤0.01% 274
2014
Q4 		– Sell
-34,259
Closed -$710K – 359
2014
Q3 		$710K Buy
+34,259
New +$776K 0.01% 249
2013
Q3 		– Sell
-9,485
Closed -$244K – 334
2013
Q2 		$244K Buy
+9,485
New +$257K ﹤0.01% 308

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return