Mechanics Financial Corp’s Healthpeak Properties DOC Stock Holding History

Mechanics Financial Corp’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-150	Closed	-$2.97K	–	221
2023 Q4	$2.97K	Sell	150 -485	-76%	-$8.53K	﹤0.01%	199
2023 Q3	$11.7K	Sell	635 -1,754	-73%	-$36K	0.01%	169
2023 Q2	$48K	Sell	2,389 -8,690	-78%	-$180K	0.03%	150
2023 Q1	$243K	Hold	11,079	–	–	0.14%	101
2022 Q4	$278K	Buy	11,079 +270	+2%	+$6.56K	0.17%	100
2022 Q3	$248K	Buy	10,809 +459	+4%	+$12.1K	0.16%	98
2022 Q2	$268K	Buy	10,350 +1,620	+19%	+$49.1K	0.16%	97
2022 Q1	$300K	Buy	+8,730	New	+$294K	0.15%	99

Other funds holding DOC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return