SFS
DHC

Sowell Financial Services’s Diversified Healthcare Trust DHC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-22
Closed – – 1054
2021
Q1 		$0 Sell
22
-2
-8% -$9 ﹤0.01% 3140
2020
Q4 		$0 Hold
24
– – ﹤0.01% 2717
2020
Q3 		$0 Hold
24
– – ﹤0.01% 2562
2020
Q2 		$0 Sell
24
-18
-43% -$64 ﹤0.01% 2496
2020
Q1 		$0 Buy
42
+17
+68% +$112 ﹤0.01% 2470
2019
Q4 		$0 Sell
25
-3
-11% -$25 ﹤0.01% 2535
2019
Q3 		$0 Buy
+28
New +$241 ﹤0.01% 2398
2017
Q1 		– Sell
-1,084
Closed -$21K – 323
2016
Q4 		$21K Buy
+1,084
New +$21K 0.01% 418

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
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sowell Financial Services's DHC Position: Q2 2021 in Review

Sowell Financial Services sold out of Diversified Healthcare Trust (DHC) in Q2 2021, closing a stake of 22 shares.

Sowell Financial Services first reported a position in DHC in Q4 2016 and held it in 8 quarters. The position peaked at $21K in Q4 2016. 223 funds tracked by Wall St. Rank hold DHC as of Q2 2021.

  • Sowell Financial Services reported no remaining Diversified Healthcare Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 22 Diversified Healthcare Trust shares in Q2 2021.
  • Sowell Financial Services first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Diversified Healthcare Trust position peaked at $21K in Q4 2016.
  • 223 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.