Enlightenment Research’s Ventas VTR Stock Holding History

Enlightenment Research’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,700	Closed	-$238K	–	279
2019 Q2	$238K	Buy	+3,700	New	+$236K	0.12%	216
2019 Q1	–	Sell	-3,400	Closed	-$199K	–	667
2018 Q4	$199K	Buy	+3,400	New	+$200K	0.25%	82

Other funds holding VTR

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

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

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

AAMU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enlightenment Research's VTR Position: Q3 2019 in Review

Enlightenment Research sold out of Ventas (VTR) in Q3 2019, closing a stake of 3,700 shares — an estimated $238K sold.

Enlightenment Research first reported a position in VTR in Q4 2018 and held it in 2 quarters. The position peaked at $238K in Q2 2019. 739 funds tracked by Wall St. Rank hold VTR as of Q3 2019.

Enlightenment Research reported no remaining Ventas position as of Q3 2019 after selling out during the quarter.
Enlightenment Research sold 3,700 Ventas shares in Q3 2019, an estimated $238K.
Enlightenment Research first reported a position in Ventas in Q4 2018 and held it in 2 quarters.
Enlightenment Research's Ventas position peaked at $238K in Q2 2019.
739 funds tracked by Wall St. Rank held Ventas as of Q3 2019.

Based on Enlightenment Research's 13F filing for Q3 2019, filed 16 Oct 2019.