Gradient Investments’s Sabra Healthcare REIT SBRA Stock Holding History

Gradient Investments’s Portfolio SBRA Stock Details SBRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-226	Closed	-$3.23K	–	1730
2023 Q4	$3.23K	Hold	226	–	–	﹤0.01%	1096
2023 Q3	$3.15K	Hold	226	–	–	﹤0.01%	1065
2023 Q2	$2.66K	Buy	226 +116	+105%	+$1.32K	﹤0.01%	1096
2023 Q1	$1.26K	Hold	110	–	–	﹤0.01%	1167
2022 Q4	$1.37K	Hold	110	–	–	﹤0.01%	1145
2022 Q3	$1K	Hold	110	–	–	﹤0.01%	1287
2022 Q2	$2K	Hold	110	–	–	﹤0.01%	1069
2022 Q1	$2K	Sell	110 -1,000	-90%	-$13.7K	﹤0.01%	1058
2021 Q4	$15K	Buy	1,110 +1,000	+909%	+$14.2K	﹤0.01%	715
2021 Q3	$2K	Hold	110	–	–	﹤0.01%	1029
2021 Q2	$2K	Hold	110	–	–	﹤0.01%	1016
2021 Q1	$2K	Hold	110	–	–	﹤0.01%	1028
2020 Q4	$2K	Hold	110	–	–	﹤0.01%	977
2020 Q3	$2K	Hold	110	–	–	﹤0.01%	982
2020 Q2	$2K	Hold	110	–	–	﹤0.01%	909
2020 Q1	$1K	Hold	110	–	–	﹤0.01%	1034
2019 Q4	$2K	Sell	110 -52	-32%	-$1.16K	﹤0.01%	957
2019 Q3	$4K	Buy	162 +52	+47%	+$1.11K	﹤0.01%	840
2019 Q2	$2K	Buy	+110	New	+$2.14K	﹤0.01%	895
2019 Q1	–	Sell	-583	Closed	-$10K	–	985
2018 Q4	$10K	Hold	583	–	–	﹤0.01%	587
2018 Q3	$13K	Buy	583 +473	+430%	+$10.7K	﹤0.01%	586
2018 Q2	$2K	Hold	110	–	–	﹤0.01%	839
2018 Q1	$2K	Hold	110	–	–	﹤0.01%	841
2017 Q4	$2K	Buy	+110	New	+$2.19K	﹤0.01%	829

Other funds holding SBRA

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gradient Investments's SBRA Position: Q1 2024 in Review

Gradient Investments sold out of Sabra Healthcare REIT (SBRA) in Q1 2024, closing a stake of 226 shares — an estimated $3.23K sold.

Gradient Investments first reported a position in SBRA in Q4 2017 and held it in 24 quarters. The position peaked at $15K in Q4 2021. 342 funds tracked by Wall St. Rank hold SBRA as of Q1 2024.

Gradient Investments reported no remaining Sabra Healthcare REIT position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 226 Sabra Healthcare REIT shares in Q1 2024, an estimated $3.23K.
Gradient Investments first reported a position in Sabra Healthcare REIT in Q4 2017 and held it in 24 quarters.
Gradient Investments's Sabra Healthcare REIT position peaked at $15K in Q4 2021.
342 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.