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Liberty One Investment Management’s Welltower WELL Stock Holding History

Liberty One Investment 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
-11,038
Closed -$505K – 146
2020
Q1 		$505K Buy
11,038
+56
+0.5% +$4.13K 0.13% 94
2019
Q4 		$898K Buy
+10,982
New +$940K 0.19% 81

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

Liberty One Investment Management's WELL Position: Q2 2020 in Review

Liberty One Investment Management sold out of Welltower (WELL) in Q2 2020, closing a stake of 11,038 shares — an estimated $505K sold.

Liberty One Investment Management first reported a position in WELL in Q4 2019 and held it in 2 quarters. The position peaked at $898K in Q4 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Liberty One Investment Management reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Liberty One Investment Management sold 11,038 Welltower shares in Q2 2020, an estimated $505K.
  • Liberty One Investment Management first reported a position in Welltower in Q4 2019 and held it in 2 quarters.
  • Liberty One Investment Management's Welltower position peaked at $898K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Liberty One Investment Management's 13F filing for Q2 2020, filed 22 Jul 2020.