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Ipswich Investment Management’s Welltower WELL Stock Holding History

Ipswich Investment Management’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
2020
Q1 		– Sell
-3,995
Closed -$327K – 182
2019
Q4 		$327K Hold
3,995
– – 0.1% 145
2019
Q3 		$362K Sell
3,995
-70
-2% -$6.09K 0.12% 141
2019
Q2 		$331K Hold
4,065
– – 0.11% 142
2019
Q1 		$315K Hold
4,065
– – 0.1% 145
2018
Q4 		$282K Sell
4,065
-216
-5% -$14.7K 0.1% 141
2018
Q3 		$275K Buy
+4,281
New +$277K 0.09% 144

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ipswich Investment Management's WELL Position: Q1 2020 in Review

Ipswich Investment Management sold out of Welltower (WELL) in Q1 2020, closing a stake of 3,995 shares — an estimated $327K sold.

Ipswich Investment Management first reported a position in WELL in Q3 2018 and held it in 6 quarters. The position peaked at $362K in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Ipswich Investment Management reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Ipswich Investment Management sold 3,995 Welltower shares in Q1 2020, an estimated $327K.
  • Ipswich Investment Management first reported a position in Welltower in Q3 2018 and held it in 6 quarters.
  • Ipswich Investment Management's Welltower position peaked at $362K in Q3 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Ipswich Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.