Fulcrum Equity Management’s Ventas VTR Stock Holding History

Fulcrum Equity Management’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 Q4	–	Sell	-1,411	Closed	-$103K	–	227
2019 Q3	$103K	Buy	+1,411	New	+$100K	0.05%	91

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fulcrum Equity Management's VTR Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Ventas (VTR) in Q4 2019, closing a stake of 1,411 shares — an estimated $103K sold.

Fulcrum Equity Management first reported a position in VTR in Q3 2019 and held it in 1 quarter. The position peaked at $103K in Q3 2019. 782 funds tracked by Wall St. Rank hold VTR as of Q4 2019.

Fulcrum Equity Management reported no remaining Ventas position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 1,411 Ventas shares in Q4 2019, an estimated $103K.
Fulcrum Equity Management first reported a position in Ventas in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Ventas position peaked at $103K in Q3 2019.
782 funds tracked by Wall St. Rank held Ventas as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.