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Horizon Bancorp’s Welltower WELL Stock Holding History

Horizon Bancorp’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
2024
Q4 		– Sell
-26
Closed -$3K – 220
2024
Q3 		$3K Hold
26
– – ﹤0.01% 206
2024
Q2 		$3K Hold
26
– – ﹤0.01% 210
2024
Q1 		$2K Hold
26
– – ﹤0.01% 229
2023
Q4 		$2K Hold
26
– – ﹤0.01% 232
2023
Q3 		$2K Hold
26
– – ﹤0.01% 230
2023
Q2 		$2K Hold
26
– – ﹤0.01% 221
2023
Q1 		$2K Sell
26
-175
-87% -$12.7K ﹤0.01% 168
2022
Q4 		$13K Buy
+201
New +$12.9K 0.01% 169
2020
Q3 		$11K Buy
201
+26
+15% +$1.43K 0.02% 209
2020
Q2 		$9K Hold
175
– – 0.01% 212
2020
Q1 		$8K Hold
175
– – 0.01% 233
2019
Q4 		$14K Buy
+175
New +$15K 0.01% 233

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Bancorp's WELL Position: Q4 2024 in Review

Horizon Bancorp sold out of Welltower (WELL) in Q4 2024, closing a stake of 26 shares — an estimated $3K sold.

Horizon Bancorp first reported a position in WELL in Q4 2019 and held it in 12 quarters. The position peaked at $14K in Q4 2019. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • Horizon Bancorp reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
  • Horizon Bancorp sold 26 Welltower shares in Q4 2024, an estimated $3K.
  • Horizon Bancorp first reported a position in Welltower in Q4 2019 and held it in 12 quarters.
  • Horizon Bancorp's Welltower position peaked at $14K in Q4 2019.
  • 1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Horizon Bancorp's 13F filing for Q4 2024, filed 13 Jan 2025.