Fulcrum Equity Management’s Welltower WELL Stock Holding History

Fulcrum Equity 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 Q4	–	Sell	-25	Closed	-$2K	–	229
2019 Q3	$2K	Buy	+25	New	+$2.18K	﹤0.01%	221

Other funds holding WELL

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fulcrum Equity Management sold out of Welltower (WELL) in Q4 2019, closing a stake of 25 shares — an estimated $2K sold.

Fulcrum Equity Management first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

Fulcrum Equity Management reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 25 Welltower shares in Q4 2019, an estimated $2K.
Fulcrum Equity Management first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Welltower position peaked at $2K in Q3 2019.
861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

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