Lazard Asset Management
DHC

Lazard Asset Management’s Diversified Healthcare Trust DHC Stock Holding History

Lazard Asset 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
2017
Q3 		– Sell
-300
Closed -$6K – 999
2017
Q2 		$6K Buy
+300
New +$6.4K ﹤0.01% 948
2015
Q4 		– Sell
-404
Closed -$6K – 1115
2015
Q3 		$6K Hold
404
– – ﹤0.01% 1037
2015
Q2 		$7K Hold
404
– – ﹤0.01% 1069
2015
Q1 		$8K Sell
404
-70,630
-99% -$1.58M ﹤0.01% 1062
2014
Q4 		$1.56M Buy
+71,034
New +$1.56M ﹤0.01% 708

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management's DHC Position: Q3 2017 in Review

Lazard Asset Management sold out of Diversified Healthcare Trust (DHC) in Q3 2017, closing a stake of 300 shares — an estimated $6K sold.

Lazard Asset Management first reported a position in DHC in Q4 2014 and held it in 5 quarters. The position peaked at $1.56M in Q4 2014. 308 funds tracked by Wall St. Rank hold DHC as of Q3 2017.

  • Lazard Asset Management reported no remaining Diversified Healthcare Trust position as of Q3 2017 after selling out during the quarter.
  • Lazard Asset Management sold 300 Diversified Healthcare Trust shares in Q3 2017, an estimated $6K.
  • Lazard Asset Management first reported a position in Diversified Healthcare Trust in Q4 2014 and held it in 5 quarters.
  • Lazard Asset Management's Diversified Healthcare Trust position peaked at $1.56M in Q4 2014.
  • 308 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2017.

Based on Lazard Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.