Simplicity Solutions’s Diversified Healthcare Trust DHC Stock Holding History

Simplicity 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
2023 Q4	$89.2K	Sell	23,863 -50	-0.2%	-$118	﹤0.01%	1019
2023 Q3	$46.4K	Sell	23,913 -822	-3%	-$2.08K	﹤0.01%	964
2023 Q2	$55.7K	Buy	24,735 +570	+2%	+$818	﹤0.01%	1027
2023 Q1	$32.6K	Buy	+24,165	New	+$25K	﹤0.01%	1111
2021 Q1	–	Sell	-96,309	Closed	-$397K	–	576
2020 Q4	$397K	Buy	96,309 +1,843	+2%	+$7.26K	0.01%	729
2020 Q3	$333K	Buy	94,466 +5,980	+7%	+$23.3K	0.01%	702
2020 Q2	$392K	Buy	88,486 +15,913	+22%	+$56.2K	0.01%	679
2020 Q1	$263K	Buy	72,573 +33,831	+87%	+$222K	0.01%	629
2019 Q4	$327K	Buy	38,742 +6,170	+19%	+$52K	0.01%	647
2019 Q3	$301K	Buy	32,572 +1,006	+3%	+$8.68K	0.01%	544
2019 Q2	$261K	Buy	31,566 +18,913	+149%	+$157K	0.01%	542
2019 Q1	$149K	Buy	+12,653	New	+$162K	0.01%	717

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $345M AUM 80.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplicity Solutions's DHC Position: Q4 2023 in Review

Simplicity Solutions reduced its Diversified Healthcare Trust (DHC) stake by 0.21% in Q4 2023, selling an estimated $118 and leaving 23,863 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Simplicity Solutions first reported a position in DHC in Q1 2019 and has held it in 12 quarters since. The position peaked at $397K in Q4 2020. 179 funds tracked by Wall St. Rank hold DHC as of Q4 2023.

Simplicity Solutions held 23,863 shares of Diversified Healthcare Trust worth $89.2K as of Q4 2023.
Simplicity Solutions sold 50 Diversified Healthcare Trust shares in Q4 2023, an estimated $118.
Diversified Healthcare Trust made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1019 holding.
Simplicity Solutions first reported a position in Diversified Healthcare Trust in Q1 2019 and has held it in 12 quarters since.
Simplicity Solutions's Diversified Healthcare Trust position peaked at $397K in Q4 2020.
179 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.