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Formidable Asset Management’s Welltower WELL Stock Holding History

Formidable Asset Management’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
2019
Q2 		– Sell
-13,725
Closed -$376K – 342
2019
Q1 		$376K Buy
+13,725
New +$1.03M 0.15% 123
2016
Q2 		– Sell
-180
Closed -$12K – 425
2016
Q1 		$12K Hold
180
– – 0.01% 328
2015
Q4 		$12K Hold
180
– – 0.01% 362
2015
Q3 		$12K Buy
+180
New +$12K 0.01% 384

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Formidable Asset Management's WELL Position: Q2 2019 in Review

Formidable Asset Management sold out of Welltower (WELL) in Q2 2019, closing a stake of 13,725 shares — an estimated $376K sold.

Formidable Asset Management first reported a position in WELL in Q3 2015 and held it in 4 quarters. The position peaked at $376K in Q1 2019. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

  • Formidable Asset Management reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 13,725 Welltower shares in Q2 2019, an estimated $376K.
  • Formidable Asset Management first reported a position in Welltower in Q3 2015 and held it in 4 quarters.
  • Formidable Asset Management's Welltower position peaked at $376K in Q1 2019.
  • 807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.