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Keudell/Morrison Wealth Management’s Welltower WELL Stock Holding History

Keudell/Morrison Wealth 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
Q2 		– Sell
-16,697
Closed -$764K – 152
2020
Q1 		$764K Buy
16,697
+1,407
+9% +$104K 0.75% 49
2019
Q4 		$1.25M Sell
15,290
-549
-3% -$47K 0.86% 33
2019
Q3 		$1.44M Sell
15,839
-494
-3% -$43K 1.18% 21
2019
Q2 		$1.43M Sell
16,333
-631
-4% -$49.6K 1.25% 21
2019
Q1 		$1.32M Buy
+16,964
New +$1.27M 1.16% 22

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keudell/Morrison Wealth Management's WELL Position: Q2 2020 in Review

Keudell/Morrison Wealth Management sold out of Welltower (WELL) in Q2 2020, closing a stake of 16,697 shares — an estimated $764K sold.

Keudell/Morrison Wealth Management first reported a position in WELL in Q1 2019 and held it in 5 quarters. The position peaked at $1.44M in Q3 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Keudell/Morrison Wealth Management reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 16,697 Welltower shares in Q2 2020, an estimated $764K.
  • Keudell/Morrison Wealth Management first reported a position in Welltower in Q1 2019 and held it in 5 quarters.
  • Keudell/Morrison Wealth Management's Welltower position peaked at $1.44M in Q3 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.