STCOSD
DHC

Sageworth Trust Company of South Dakota’s Diversified Healthcare Trust DHC Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-141
Closed – – 347
2022
Q2 		$0 Hold
141
– – ﹤0.01% 607
2022
Q1 		$0 Sell
141
-627
-82% -$1.92K ﹤0.01% 636
2021
Q4 		$2K Buy
+768
New +$2.48K ﹤0.01% 631

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FFL
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State Street
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H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sageworth Trust Company of South Dakota's DHC Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Diversified Healthcare Trust (DHC) in Q3 2022, closing a stake of 141 shares.

Sageworth Trust Company of South Dakota first reported a position in DHC in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 219 funds tracked by Wall St. Rank hold DHC as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Diversified Healthcare Trust position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 141 Diversified Healthcare Trust shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Diversified Healthcare Trust in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Diversified Healthcare Trust position peaked at $2K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.