FCH
DHC

Freestone Capital Holdings’s Diversified Healthcare Trust DHC Stock Holding History

Freestone Capital Holdings’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$4.12K – 564
2020
Q4 		$4.12K Hold
1,000
– – ﹤0.01% 1036
2020
Q3 		$3.52K Buy
+1,000
New +$3.9K ﹤0.01% 948

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State Street
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H2CM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Capital Holdings's DHC Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Diversified Healthcare Trust (DHC) in Q1 2021, closing a stake of 1,000 shares — an estimated $4.12K sold.

Freestone Capital Holdings first reported a position in DHC in Q3 2020 and held it in 2 quarters. The position peaked at $4.12K in Q4 2020. 226 funds tracked by Wall St. Rank hold DHC as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Diversified Healthcare Trust position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,000 Diversified Healthcare Trust shares in Q1 2021, an estimated $4.12K.
  • Freestone Capital Holdings first reported a position in Diversified Healthcare Trust in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Diversified Healthcare Trust position peaked at $4.12K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.