MPWT
DHC

MassMutual Private Wealth & Trust’s Diversified Healthcare Trust DHC Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q4 		– Sell
-199
Closed -$2K – 802
2019
Q3 		$2K Buy
+199
New +$1.72K ﹤0.01% 751
2016
Q2 		– Sell
-40
Closed -$745 – 847
2016
Q1 		$716 Buy
+40
New +$624 ﹤0.01% 758

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MassMutual Private Wealth & Trust's DHC Position: Q4 2019 in Review

MassMutual Private Wealth & Trust sold out of Diversified Healthcare Trust (DHC) in Q4 2019, closing a stake of 199 shares — an estimated $2K sold.

MassMutual Private Wealth & Trust first reported a position in DHC in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 225 funds tracked by Wall St. Rank hold DHC as of Q4 2019.

  • MassMutual Private Wealth & Trust reported no remaining Diversified Healthcare Trust position as of Q4 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 199 Diversified Healthcare Trust shares in Q4 2019, an estimated $2K.
  • MassMutual Private Wealth & Trust first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Diversified Healthcare Trust position peaked at $2K in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2019, filed 15 May 2020.