CI
CHCT

Cavalier Investments’s Community Healthcare Trust CHCT Stock Holding History

Cavalier Investments’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,600
Closed -$253K – 78
2020
Q1 		$253K Hold
6,600
– – 0.15% 96
2019
Q4 		$283K Buy
+6,600
New +$301K 0.12% 120

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Cavalier Investments's CHCT Position: Q2 2020 in Review

Cavalier Investments sold out of Community Healthcare Trust (CHCT) in Q2 2020, closing a stake of 6,600 shares — an estimated $253K sold.

Cavalier Investments first reported a position in CHCT in Q4 2019 and held it in 2 quarters. The position peaked at $283K in Q4 2019. 173 funds tracked by Wall St. Rank hold CHCT as of Q2 2020.

  • Cavalier Investments reported no remaining Community Healthcare Trust position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 6,600 Community Healthcare Trust shares in Q2 2020, an estimated $253K.
  • Cavalier Investments first reported a position in Community Healthcare Trust in Q4 2019 and held it in 2 quarters.
  • Cavalier Investments's Community Healthcare Trust position peaked at $283K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.