HA
DHC

Herold Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Herold 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
2022
Q2 		– Sell
-750
Closed -$2.4K – 292
2022
Q1 		$2.4K Buy
+750
New +$2.29K ﹤0.01% 701
2021
Q4 		– Sell
-750
Closed -$2K – 292
2021
Q3 		$2K Buy
+750
New +$2.83K ﹤0.01% 695

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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Herold Advisors's DHC Position: Q2 2022 in Review

Herold Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2022, closing a stake of 750 shares — an estimated $2.4K sold.

Herold Advisors first reported a position in DHC in Q3 2021 and held it in 2 quarters. The position peaked at $2.4K in Q1 2022. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

  • Herold Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 750 Diversified Healthcare Trust shares in Q2 2022, an estimated $2.4K.
  • Herold Advisors first reported a position in Diversified Healthcare Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Diversified Healthcare Trust position peaked at $2.4K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.