Laird Norton Wetherby Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Laird Norton Wetherby Wealth 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
2023 Q2	–	Sell	-13,517	Closed	-$18.2K	–	963
2023 Q1	$18.2K	Buy	+13,517	New	+$14K	﹤0.01%	924
2020 Q4	–	Sell	-10,510	Closed	-$37K	–	912
2020 Q3	$37K	Buy	10,510 +460	+5%	+$1.79K	﹤0.01%	716
2020 Q2	$44K	Buy	+10,050	New	+$35.5K	﹤0.01%	711

Other funds holding DHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DHC Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q2 2023, closing a stake of 13,517 shares — an estimated $18.2K sold.

Laird Norton Wetherby Wealth Management first reported a position in DHC in Q2 2020 and held it in 3 quarters. The position peaked at $44K in Q2 2020. 160 funds tracked by Wall St. Rank hold DHC as of Q2 2023.

Laird Norton Wetherby Wealth Management reported no remaining Diversified Healthcare Trust position as of Q2 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 13,517 Diversified Healthcare Trust shares in Q2 2023, an estimated $18.2K.
Laird Norton Wetherby Wealth Management first reported a position in Diversified Healthcare Trust in Q2 2020 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's Diversified Healthcare Trust position peaked at $44K in Q2 2020.
160 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.