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WELL icon

CFO4Life Group’s Welltower WELL Stock Holding History

CFO4Life Group’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,855
Closed -$315K – 141
2019
Q4 		$315K Buy
3,855
+103
+3% +$8.82K 0.13% 93
2019
Q3 		$340K Sell
3,752
-609
-14% -$53K 0.15% 84
2019
Q2 		$356K Buy
4,361
+381
+10% +$29.9K 0.16% 85
2019
Q1 		$309K Buy
3,980
+530
+15% +$39.8K 0.14% 89
2018
Q4 		$239K Buy
3,450
+139
+4% +$9.46K 0.11% 101
2018
Q3 		$213K Sell
3,311
-60
-2% -$3.88K 0.09% 118
2018
Q2 		$211K Sell
3,371
-746
-18% -$41.6K 0.09% 113
2018
Q1 		$224K Buy
4,117
+137
+3% +$7.74K 0.19% 80
2017
Q4 		$254K Sell
3,980
-192
-5% -$12.9K 0.2% 80
2017
Q3 		$293K Sell
4,172
-51
-1% -$3.71K 0.24% 76
2017
Q2 		$316K Sell
4,223
-37
-0.9% -$2.71K 0.29% 65
2017
Q1 		$302K Buy
+4,260
New +$287K 0.27% 72

Other funds holding WELL

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CFO4Life Group's WELL Position: Q1 2020 in Review

CFO4Life Group sold out of Welltower (WELL) in Q1 2020, closing a stake of 3,855 shares — an estimated $315K sold.

CFO4Life Group first reported a position in WELL in Q1 2017 and held it in 12 quarters. The position peaked at $356K in Q2 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • CFO4Life Group reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • CFO4Life Group sold 3,855 Welltower shares in Q1 2020, an estimated $315K.
  • CFO4Life Group first reported a position in Welltower in Q1 2017 and held it in 12 quarters.
  • CFO4Life Group's Welltower position peaked at $356K in Q2 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on CFO4Life Group's 13F filing for Q1 2020, filed 16 Apr 2020.