CWM
DHC

Cedar Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Cedar Wealth Management’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
Q4 		– Sell
-4,857
Closed -$45K – 170
2019
Q3 		$45K Hold
4,857
– – 0.03% 96
2019
Q2 		$40K Buy
4,857
+2,000
+70% +$16.7K 0.03% 115
2019
Q1 		$34K Hold
2,857
– – 0.02% 114
2018
Q4 		$33K Buy
2,857
+1,200
+72% +$17.8K 0.02% 96
2018
Q3 		$29K Hold
1,657
– – 0.02% 100
2018
Q2 		$30K Buy
+1,657
New +$27.4K 0.02% 93

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cedar Wealth Management's DHC Position: Q4 2019 in Review

Cedar Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q4 2019, closing a stake of 4,857 shares — an estimated $45K sold.

Cedar Wealth Management first reported a position in DHC in Q2 2018 and held it in 6 quarters. The position peaked at $45K in Q3 2019. 225 funds tracked by Wall St. Rank hold DHC as of Q4 2019.

  • Cedar Wealth Management reported no remaining Diversified Healthcare Trust position as of Q4 2019 after selling out during the quarter.
  • Cedar Wealth Management sold 4,857 Diversified Healthcare Trust shares in Q4 2019, an estimated $45K.
  • Cedar Wealth Management first reported a position in Diversified Healthcare Trust in Q2 2018 and held it in 6 quarters.
  • Cedar Wealth Management's Diversified Healthcare Trust position peaked at $45K in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2019.

Based on Cedar Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.