Diversified Trust’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Diversified Trust’s Portfolio SHCR Stock Details SHCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-140,000	Closed	-$199K	–	1004
2024 Q3	$199K	Hold	140,000	–	–	0.01%	837
2024 Q2	$189K	Hold	140,000	–	–	0.01%	792
2024 Q1	$107K	Hold	140,000	–	–	﹤0.01%	789
2023 Q4	$151K	Hold	140,000	–	–	0.01%	806
2023 Q3	$132K	Hold	140,000	–	–	0.01%	771
2023 Q2	$245K	Hold	140,000	–	–	0.01%	702
2023 Q1	$199K	Buy	140,000 +100,000	+250%	+$227K	0.01%	755
2022 Q4	$64K	Buy	+40,000	New	+$74.1K	﹤0.01%	773

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Diversified Trust's SHCR Position: Q4 2024 in Review

Diversified Trust sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 140,000 shares — an estimated $199K sold.

Diversified Trust first reported a position in SHCR in Q4 2022 and held it in 8 quarters. The position peaked at $245K in Q2 2023. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Diversified Trust reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Diversified Trust sold 140,000 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $199K.
Diversified Trust first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2022 and held it in 8 quarters.
Diversified Trust's Sharecare, Inc. Class A Common Stock position peaked at $245K in Q2 2023.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Diversified Trust's 13F filing for Q4 2024, filed 7 Jan 2025.