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Raab & Moskowitz Asset Management’s Ventas VTR Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-42
Closed -$2K – 501
2019
Q4 		$2K Buy
+42
New +$2.64K ﹤0.01% 505
2018
Q4 		– Sell
-117
Closed -$6K – 490
2018
Q3 		$6K Buy
+117
New +$6.77K ﹤0.01% 449

Other funds holding VTR

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raab & Moskowitz Asset Management's VTR Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Ventas (VTR) in Q1 2020, closing a stake of 42 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in VTR in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 606 funds tracked by Wall St. Rank hold VTR as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Ventas position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 42 Ventas shares in Q1 2020, an estimated $2K.
  • Raab & Moskowitz Asset Management first reported a position in Ventas in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Ventas position peaked at $6K in Q3 2018.
  • 606 funds tracked by Wall St. Rank held Ventas as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.