HFA
DHC

HC Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

HC Financial Advisors’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
2020
Q4 		– Sell
-1,200
Closed -$4K – 353
2020
Q3 		$4K Buy
+1,200
New +$4.68K ﹤0.01% 321

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HC Financial Advisors's DHC Position: Q4 2020 in Review

HC Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 1,200 shares — an estimated $4K sold.

HC Financial Advisors first reported a position in DHC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • HC Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 1,200 Diversified Healthcare Trust shares in Q4 2020, an estimated $4K.
  • HC Financial Advisors first reported a position in Diversified Healthcare Trust in Q3 2020 and held it in 1 quarter.
  • HC Financial Advisors's Diversified Healthcare Trust position peaked at $4K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.