JA
DHC

JOYN Advisors’s Diversified Healthcare Trust DHC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,105
Closed -$13K – 440
2018
Q4 		$13K Buy
1,105
+451
+69% +$6.69K ﹤0.01% 846
2018
Q3 		$11K Buy
654
+107
+20% +$1.96K ﹤0.01% 910
2018
Q2 		$10K Buy
+547
New +$9.04K ﹤0.01% 906

Other funds holding DHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's DHC Position: Q1 2019 in Review

JOYN Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2019, closing a stake of 1,105 shares — an estimated $13K sold.

JOYN Advisors first reported a position in DHC in Q2 2018 and held it in 3 quarters. The position peaked at $13K in Q4 2018. 336 funds tracked by Wall St. Rank hold DHC as of Q1 2019.

  • JOYN Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,105 Diversified Healthcare Trust shares in Q1 2019, an estimated $13K.
  • JOYN Advisors first reported a position in Diversified Healthcare Trust in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Diversified Healthcare Trust position peaked at $13K in Q4 2018.
  • 336 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.