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Guardian Life Insurance’s Welltower WELL Stock Holding History

Guardian Life Insurance’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
2020
Q1 		– Sell
-1,195
Closed -$98K – 461
2019
Q4 		$98K Buy
1,195
+15
+1% +$1.28K 0.02% 186
2019
Q3 		$107K Buy
1,180
+66
+6% +$5.74K 0.02% 182
2019
Q2 		$91K Hold
1,114
– – 0.01% 206
2019
Q1 		$86K Buy
1,114
+64
+6% +$4.8K 0.01% 207
2018
Q4 		$73K Hold
1,050
– – 0.01% 206
2018
Q3 		$68K Buy
1,050
+23
+2% +$1.49K 0.01% 239
2018
Q2 		$64K Buy
1,027
+175
+21% +$9.75K 0.01% 237
2018
Q1 		$46K Sell
852
-343
-29% -$19.4K 0.01% 272
2017
Q4 		$76K Buy
1,195
+357
+43% +$24K 0.02% 247
2017
Q3 		$59K Buy
838
+10
+1% +$727 0.01% 211
2017
Q2 		$62K Sell
828
-570
-41% -$41.7K 0.01% 197
2017
Q1 		$99K Buy
1,398
+9
+0.6% +$607 0.01% 217
2016
Q4 		$93K Buy
1,389
+54
+4% +$3.58K 0.01% 226
2016
Q3 		$100K Buy
1,335
+13
+1% +$995 0.01% 230
2016
Q2 		$101K Buy
1,322
+13
+1% +$923 0.01% 245
2016
Q1 		$91K Sell
1,309
-370
-22% -$23.9K 0.01% 255
2015
Q4 		$114K Sell
1,679
-379
-18% -$24.7K 0.01% 256
2015
Q3 		$139K Buy
2,058
+520
+34% +$34.7K 0.01% 249
2015
Q2 		$101K Buy
1,538
+10
+0.7% +$717 0.01% 265
2015
Q1 		$118K Sell
1,528
-339
-18% -$26.7K 0.01% 256
2014
Q4 		$141K Buy
1,867
+24
+1% +$1.71K 0.01% 259
2014
Q3 		$115K Buy
1,843
+198
+12% +$12.8K 0.01% 285
2014
Q2 		$103K Buy
1,645
+20
+1% +$1.26K 0.01% 304
2014
Q1 		$97K Buy
1,625
+7
+0.4% +$400 0.01% 314
2013
Q4 		$87K Sell
1,618
-1,816
-53% -$108K 0.01% 345
2013
Q3 		$214K Buy
3,434
+55
+2% +$3.5K 0.02% 285
2013
Q2 		$226K Buy
+3,379
New +$240K 0.02% 271

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Guardian Life Insurance's WELL Position: Q1 2020 in Review

Guardian Life Insurance sold out of Welltower (WELL) in Q1 2020, closing a stake of 1,195 shares — an estimated $98K sold.

Guardian Life Insurance first reported a position in WELL in Q2 2013 and held it in 27 quarters. The position peaked at $226K in Q2 2013. 753 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Guardian Life Insurance reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 1,195 Welltower shares in Q1 2020, an estimated $98K.
  • Guardian Life Insurance first reported a position in Welltower in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Welltower position peaked at $226K in Q2 2013.
  • 753 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.