CCFM
DHC

Clear Creek Financial Management’s Diversified Healthcare Trust DHC Stock Holding History

Clear Creek Financial 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
2020
Q3 		– Sell
-23,104
Closed -$102K – 121
2020
Q2 		$102K Buy
23,104
+6
+0% +$21 0.03% 239
2020
Q1 		$55K Buy
+23,098
New +$152K 0.02% 167
2019
Q4 		– Sell
-16,952
Closed -$131K – 142
2019
Q3 		$131K Sell
16,952
-183
-1% -$1.58K 0.06% 128
2019
Q2 		$141K Buy
+17,135
New +$143K 0.06% 129

Other funds holding DHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Creek Financial Management's DHC Position: Q3 2020 in Review

Clear Creek Financial Management sold out of Diversified Healthcare Trust (DHC) in Q3 2020, closing a stake of 23,104 shares — an estimated $102K sold.

Clear Creek Financial Management first reported a position in DHC in Q2 2019 and held it in 4 quarters. The position peaked at $141K in Q2 2019. 236 funds tracked by Wall St. Rank hold DHC as of Q3 2020.

  • Clear Creek Financial Management reported no remaining Diversified Healthcare Trust position as of Q3 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 23,104 Diversified Healthcare Trust shares in Q3 2020, an estimated $102K.
  • Clear Creek Financial Management first reported a position in Diversified Healthcare Trust in Q2 2019 and held it in 4 quarters.
  • Clear Creek Financial Management's Diversified Healthcare Trust position peaked at $141K in Q2 2019.
  • 236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.