Loomis, Sayles & Company’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $19M | Hold |
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|
2017
Q3 | $20.1M | Hold |
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|
2017
Q2 | $20.6M | Buy |
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|
2017
Q1 | $19.5M | Buy |
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|
2016
Q4 | $19.1M | Buy |
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|
2016
Q3 | $20.5M | Buy |
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|
2016
Q2 | $20.8M | Buy |
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|
2016
Q1 | $18.9M | Buy |
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|
2015
Q4 | $18.5M | Buy |
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|
2015
Q3 | $18.4M | Buy |
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|
2015
Q2 | $17.8M | Buy |
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|
2015
Q1 | $21M | Sell |
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|
2014
Q4 | $21M | Buy |
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|
2014
Q3 | $17.3M | Buy |
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|
2014
Q2 | $17.4M | Buy |
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|
2014
Q1 | $16.5M | Sell |
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|
2013
Q4 | $31.4M | Sell |
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|
2013
Q3 | $49.4M | Buy |
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