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Old National Bancorp’s Welltower WELL Stock Holding History

Old National Bancorp’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
2023
Q4 		– Sell
-3,032
Closed -$248K – 675
2023
Q3 		$248K Sell
3,032
-5
-0.2% -$411 0.01% 527
2023
Q2 		$246K Buy
+3,037
New +$234K 0.01% 562
2022
Q3 		– Sell
-2,701
Closed -$222K – 714
2022
Q2 		$222K Buy
+2,701
New +$240K 0.01% 576
2020
Q1 		– Sell
-3,220
Closed -$263K – 568
2019
Q4 		$263K Buy
3,220
+350
+12% +$30K 0.01% 460
2019
Q3 		$261K Buy
2,870
+100
+4% +$8.7K 0.01% 469
2019
Q2 		$226K Sell
2,770
-502
-15% -$39.5K 0.01% 511
2019
Q1 		$254K Sell
3,272
-456
-12% -$34.2K 0.01% 473
2018
Q4 		$259K Sell
3,728
-243
-6% -$16.5K 0.01% 469
2018
Q3 		$256K Sell
3,971
-627
-14% -$40.5K 0.01% 546
2018
Q2 		$288K Sell
4,598
-1,410
-23% -$78.6K 0.01% 501
2018
Q1 		$327K Sell
6,008
-1,349
-18% -$76.2K 0.02% 467
2017
Q4 		$469K Sell
7,357
-1,791
-20% -$120K 0.02% 381
2017
Q3 		$643K Sell
9,148
-614
-6% -$44.6K 0.03% 298
2017
Q2 		$731K Sell
9,762
-594
-6% -$43.4K 0.04% 278
2017
Q1 		$734K Sell
10,356
-158
-2% -$10.7K 0.04% 286
2016
Q4 		$703K Sell
10,514
-438
-4% -$29K 0.04% 292
2016
Q3 		$819K Sell
10,952
-1,330
-11% -$102K 0.05% 267
2016
Q2 		$936K Sell
12,282
-250
-2% -$17.8K 0.05% 243
2016
Q1 		$869K Sell
12,532
-653
-5% -$42.1K 0.05% 249
2015
Q4 		$897K Buy
+13,185
New +$861K 0.05% 236
2015
Q3 		– Sell
-13,479
Closed -$885K – 647
2015
Q2 		$885K Sell
13,479
-797
-6% -$57.1K 0.05% 240
2015
Q1 		$1.1M Buy
14,276
+9,106
+176% +$717K 0.06% 215
2014
Q4 		$391K Sell
5,170
-1,110
-18% -$79.3K 0.02% 383
2014
Q3 		$391K Hold
6,280
– – 0.03% 374
2014
Q2 		$394K Buy
+6,280
New +$395K 0.03% 344

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Old National Bancorp's WELL Position: Q4 2023 in Review

Old National Bancorp sold out of Welltower (WELL) in Q4 2023, closing a stake of 3,032 shares — an estimated $248K sold.

Old National Bancorp first reported a position in WELL in Q2 2014 and held it in 25 quarters. The position peaked at $1.1M in Q1 2015. 934 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

  • Old National Bancorp reported no remaining Welltower position as of Q4 2023 after selling out during the quarter.
  • Old National Bancorp sold 3,032 Welltower shares in Q4 2023, an estimated $248K.
  • Old National Bancorp first reported a position in Welltower in Q2 2014 and held it in 25 quarters.
  • Old National Bancorp's Welltower position peaked at $1.1M in Q1 2015.
  • 934 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Old National Bancorp's 13F filing for Q4 2023, filed 1 Feb 2024.