JIM
DHC

Jupiter Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Jupiter Investment Management’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
Q3 		– Sell
-100
Closed – – 443
2019
Q2 		$0 Sell
100
-11,846
-99% -$98.6K ﹤0.01% 363
2019
Q1 		$140K Buy
+11,946
New +$153K ﹤0.01% 329
2015
Q1 		– Sell
-42,983
Closed -$941K – 353
2014
Q4 		$941K Buy
42,983
+14,731
+52% +$323K 0.03% 262
2014
Q3 		$585K Buy
+28,252
New +$640K 0.03% 257

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jupiter Investment Management's DHC Position: Q3 2019 in Review

Jupiter Investment Management sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 100 shares.

Jupiter Investment Management first reported a position in DHC in Q3 2014 and held it in 4 quarters. The position peaked at $941K in Q4 2014. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

  • Jupiter Investment Management reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 100 Diversified Healthcare Trust shares in Q3 2019.
  • Jupiter Investment Management first reported a position in Diversified Healthcare Trust in Q3 2014 and held it in 4 quarters.
  • Jupiter Investment Management's Diversified Healthcare Trust position peaked at $941K in Q4 2014.
  • 276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on Jupiter Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.