Hartford Financial Management’s Welltower WELL Stock Holding History

Hartford Financial 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
2020 Q4	–	Sell	-1,000	Closed	-$55K	–	361
2020 Q3	$55K	Hold	1,000	–	–	0.02%	186
2020 Q2	$52K	Hold	1,000	–	–	0.02%	191
2020 Q1	$46K	Sell	1,000 -600	-38%	-$44.3K	0.02%	190
2019 Q4	$131K	Hold	1,600	–	–	0.04%	167
2019 Q3	$145K	Hold	1,600	–	–	0.05%	168
2019 Q2	$130K	Hold	1,600	–	–	0.04%	170
2019 Q1	$124K	Hold	1,600	–	–	0.04%	172
2018 Q4	$111K	Hold	1,600	–	–	0.04%	178
2018 Q3	$103K	Hold	1,600	–	–	0.03%	192
2018 Q2	$100K	Hold	1,600	–	–	0.04%	192
2018 Q1	$87K	Hold	1,600	–	–	0.04%	162
2017 Q4	$102K	Hold	1,600	–	–	0.05%	157
2017 Q3	$112K	Hold	1,600	–	–	0.06%	150
2017 Q2	$119K	Hold	1,600	–	–	0.05%	154
2017 Q1	$113K	Hold	1,600	–	–	0.07%	143
2016 Q4	$107K	Hold	1,600	–	–	0.06%	137
2016 Q3	$119K	Buy	+1,600	New	+$123K	0.07%	138
2013 Q4	–	Sell	-1,600	Closed	-$99K	–	265
2013 Q3	$99K	Hold	1,600	–	–	0.07%	135
2013 Q2	$107K	Buy	+1,600	New	+$114K	0.07%	128

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Hartford Financial Management's WELL Position: Q4 2020 in Review

Hartford Financial Management sold out of Welltower (WELL) in Q4 2020, closing a stake of 1,000 shares — an estimated $55K sold.

Hartford Financial Management first reported a position in WELL in Q2 2013 and held it in 19 quarters. The position peaked at $145K in Q3 2019. 741 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

Hartford Financial Management reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
Hartford Financial Management sold 1,000 Welltower shares in Q4 2020, an estimated $55K.
Hartford Financial Management first reported a position in Welltower in Q2 2013 and held it in 19 quarters.
Hartford Financial Management's Welltower position peaked at $145K in Q3 2019.
741 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Hartford Financial Management's 13F filing for Q4 2020, filed 3 Feb 2021.