OPS
DHC

Orion Portfolio Solutions’s Diversified Healthcare Trust DHC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-500
Closed -$2K – 810
2020
Q2 		$2K Sell
500
-247
-33% -$873 ﹤0.01% 1750
2020
Q1 		$3K Buy
+747
New +$4.9K ﹤0.01% 1441

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's DHC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Diversified Healthcare Trust (DHC) in Q3 2020, closing a stake of 500 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in DHC in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 236 funds tracked by Wall St. Rank hold DHC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Diversified Healthcare Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 500 Diversified Healthcare Trust shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Diversified Healthcare Trust position peaked at $3K in Q1 2020.
  • 236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.