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Itau Unibanco Holding S.A.’s Diversified Healthcare Trust DHC Stock Holding History

Itau Unibanco Holding S.A.’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
Q1 		– Sell
-27,526
Closed -$232K – 528
2019
Q4 		$232K Buy
+27,526
New +$232K 0.01% 195
2017
Q3 		– Sell
-140
Closed -$3K – 634
2017
Q2 		$3K Buy
+140
New +$2.99K ﹤0.01% 612

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Itau Unibanco Holding S.A.'s DHC Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Diversified Healthcare Trust (DHC) in Q1 2020, closing a stake of 27,526 shares — an estimated $232K sold.

Itau Unibanco Holding S.A. first reported a position in DHC in Q2 2017 and held it in 2 quarters. The position peaked at $232K in Q4 2019. 246 funds tracked by Wall St. Rank hold DHC as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining Diversified Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 27,526 Diversified Healthcare Trust shares in Q1 2020, an estimated $232K.
  • Itau Unibanco Holding S.A. first reported a position in Diversified Healthcare Trust in Q2 2017 and held it in 2 quarters.
  • Itau Unibanco Holding S.A.'s Diversified Healthcare Trust position peaked at $232K in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.