Harvest Group Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Harvest Group Wealth Management’s Portfolio DHC Stock Details DHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-120	Closed	–	–	200
2020 Q4	$0	Hold	120	–	–	﹤0.01%	692
2020 Q3	$0	Hold	120	–	–	﹤0.01%	635
2020 Q2	$0	Buy	+120	New	+$424	﹤0.01%	562
2019 Q4	–	Sell	-422	Closed	-$4K	–	984
2019 Q3	$4K	Buy	422 +70	+20%	+$604	﹤0.01%	461
2019 Q2	$2K	Sell	352 -3	-0.8%	-$25	﹤0.01%	522
2019 Q1	$4K	Buy	+355	New	+$4.55K	﹤0.01%	419

Other funds holding DHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's DHC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q1 2021, closing a stake of 120 shares.

Harvest Group Wealth Management first reported a position in DHC in Q1 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 226 funds tracked by Wall St. Rank hold DHC as of Q1 2021.

Harvest Group Wealth Management reported no remaining Diversified Healthcare Trust position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 120 Diversified Healthcare Trust shares in Q1 2021.
Harvest Group Wealth Management first reported a position in Diversified Healthcare Trust in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's Diversified Healthcare Trust position peaked at $4K in Q3 2019.
226 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.