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Psagot Value Holdings’s Welltower WELL Stock Holding History

Psagot Value Holdings’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
2024
Q2 		– Sell
-27
Closed -$3K – 123
2024
Q1 		$3K Sell
27
-42
-61% -$3.8K 0.03% 98
2023
Q4 		$6K Buy
69
+38
+123% +$3.3K ﹤0.01% 414
2023
Q3 		$3K Buy
+31
New +$2.55K ﹤0.01% 427
2021
Q1 		– Sell
-50
Closed -$3K – 395
2020
Q4 		$3K Hold
50
– – ﹤0.01% 349
2020
Q3 		$3K Hold
50
– – ﹤0.01% 391
2020
Q2 		$3K Hold
50
– – ﹤0.01% 372
2020
Q1 		$2K Sell
50
-250
-83% -$18.4K ﹤0.01% 372
2019
Q4 		$25K Buy
+300
New +$25.7K ﹤0.01% 386
2019
Q1 		– Sell
-1,640
Closed -$114K – 474
2018
Q4 		$114K Buy
+1,640
New +$112K 0.01% 292
2017
Q2 		– Sell
-1,500
Closed -$106K – 350
2017
Q1 		$106K Hold
1,500
– – ﹤0.01% 235
2016
Q4 		$100K Sell
1,500
-300
-17% -$19.9K ﹤0.01% 228
2016
Q3 		$135K Hold
1,800
– – 0.01% 218
2016
Q2 		$137K Hold
1,800
– – 0.01% 214
2016
Q1 		$125K Hold
1,800
– – 0.01% 264
2015
Q4 		$122K Hold
1,800
– – ﹤0.01% 277
2015
Q3 		$122K Sell
1,800
-700
-28% -$46.8K ﹤0.01% 274
2015
Q2 		$164K Hold
2,500
– – 0.01% 262
2015
Q1 		$193K Hold
2,500
– – 0.01% 242
2014
Q4 		$189K Sell
2,500
-500
-17% -$35.7K 0.01% 238
2014
Q3 		$187K Sell
3,000
-500
-14% -$32.2K 0.01% 223
2014
Q2 		$219K Sell
3,500
-10,239
-75% -$644K 0.01% 220
2014
Q1 		$819K Sell
13,739
-4,583
-25% -$262K 0.03% 160
2013
Q4 		$982K Sell
18,322
-7,626
-29% -$454K 0.03% 157
2013
Q3 		$1.62M Buy
25,948
+18,448
+246% +$1.17M 0.06% 128
2013
Q2 		$503K Buy
+7,500
New +$533K 0.02% 175

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Psagot Value Holdings's WELL Position: Q2 2024 in Review

Psagot Value Holdings sold out of Welltower (WELL) in Q2 2024, closing a stake of 27 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in WELL in Q2 2013 and held it in 25 quarters. The position peaked at $1.62M in Q3 2013. 1,000 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

  • Psagot Value Holdings reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 27 Welltower shares in Q2 2024, an estimated $3K.
  • Psagot Value Holdings first reported a position in Welltower in Q2 2013 and held it in 25 quarters.
  • Psagot Value Holdings's Welltower position peaked at $1.62M in Q3 2013.
  • 1,000 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.