KFS
DHC

Kelly Financial Services’s Diversified Healthcare Trust DHC Stock Holding History

Kelly Financial Services’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
-520
Closed -$4.39K – 593
2019
Q4 		$4.39K Hold
520
– – ﹤0.01% 317
2019
Q3 		$4.81K Hold
520
– – ﹤0.01% 295
2019
Q2 		$4.3K Hold
520
– – ﹤0.01% 300
2019
Q1 		$6.13K Buy
+520
New +$6.66K 0.01% 274

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kelly Financial Services's DHC Position: Q1 2020 in Review

Kelly Financial Services sold out of Diversified Healthcare Trust (DHC) in Q1 2020, closing a stake of 520 shares — an estimated $4.39K sold.

Kelly Financial Services first reported a position in DHC in Q1 2019 and held it in 4 quarters. The position peaked at $6.13K in Q1 2019. 246 funds tracked by Wall St. Rank hold DHC as of Q1 2020.

  • Kelly Financial Services reported no remaining Diversified Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 520 Diversified Healthcare Trust shares in Q1 2020, an estimated $4.39K.
  • Kelly Financial Services first reported a position in Diversified Healthcare Trust in Q1 2019 and held it in 4 quarters.
  • Kelly Financial Services's Diversified Healthcare Trust position peaked at $6.13K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.