DLHL
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Donald L. Hagan LLC’s Welltower WELL Stock Holding History

Donald L. Hagan LLC’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
2018
Q3 		– Sell
-11,909
Closed -$747K – 92
2018
Q2 		$747K Buy
11,909
+435
+4% +$24.2K 0.6% 44
2018
Q1 		$624K Buy
+11,474
New +$648K 0.52% 46
2016
Q2 		– Sell
-60
Closed -$4K – 305
2016
Q1 		$4K Buy
+60
New +$3.87K ﹤0.01% 320

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Donald L. Hagan LLC's WELL Position: Q3 2018 in Review

Donald L. Hagan LLC sold out of Welltower (WELL) in Q3 2018, closing a stake of 11,909 shares — an estimated $747K sold.

Donald L. Hagan LLC first reported a position in WELL in Q1 2016 and held it in 3 quarters. The position peaked at $747K in Q2 2018. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

  • Donald L. Hagan LLC reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
  • Donald L. Hagan LLC sold 11,909 Welltower shares in Q3 2018, an estimated $747K.
  • Donald L. Hagan LLC first reported a position in Welltower in Q1 2016 and held it in 3 quarters.
  • Donald L. Hagan LLC's Welltower position peaked at $747K in Q2 2018.
  • 725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Donald L. Hagan LLC's 13F filing for Q3 2018, filed 22 Oct 2018.