CSat Investment Advisory’s Healthcare Realty HR Stock Holding History

CSat Investment Advisory’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-797	Closed	-$21K	–	722
2020 Q3	$21K	Buy	797 +98	+14%	+$2.57K	﹤0.01%	850
2020 Q2	$19K	Sell	699 -249	-26%	-$6.38K	﹤0.01%	851
2020 Q1	$23K	Buy	948 +154	+19%	+$4.65K	﹤0.01%	696
2019 Q4	$24K	Buy	794 +128	+19%	+$3.83K	0.01%	732
2019 Q3	$20K	Buy	666 +94	+16%	+$2.63K	0.01%	710
2019 Q2	$16K	Buy	+572	New	+$16.1K	0.01%	734

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's HR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Healthcare Realty (HR) in Q4 2020, closing a stake of 797 shares — an estimated $21K sold.

CSat Investment Advisory first reported a position in HR in Q2 2019 and held it in 6 quarters. The position peaked at $24K in Q4 2019. 343 funds tracked by Wall St. Rank hold HR as of Q4 2020.

CSat Investment Advisory reported no remaining Healthcare Realty position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 797 Healthcare Realty shares in Q4 2020, an estimated $21K.
CSat Investment Advisory first reported a position in Healthcare Realty in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Healthcare Realty position peaked at $24K in Q4 2019.
343 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.