Hills Bank & Trust’s Welltower WELL Stock Holding History

Hills Bank & Trust’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
2019 Q4	–	Sell	-2,411	Closed	-$218K	–	165
2019 Q3	$218K	Buy	+2,411	New	+$210K	0.06%	151

Other funds holding WELL

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hills Bank & Trust's WELL Position: Q4 2019 in Review

Hills Bank & Trust sold out of Welltower (WELL) in Q4 2019, closing a stake of 2,411 shares — an estimated $218K sold.

Hills Bank & Trust first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $218K in Q3 2019. 862 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

Hills Bank & Trust reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
Hills Bank & Trust sold 2,411 Welltower shares in Q4 2019, an estimated $218K.
Hills Bank & Trust first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
Hills Bank & Trust's Welltower position peaked at $218K in Q3 2019.
862 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Hills Bank & Trust's 13F filing for Q4 2019, filed 27 Jan 2020.