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Stanley-Laman Group’s Welltower WELL Stock Holding History

Stanley-Laman Group’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
2020
Q1 		– Sell
-3,436
Closed -$281K – 329
2019
Q4 		$281K Buy
+3,436
New +$294K 0.07% 219
2016
Q1 		– Sell
-3,180
Closed -$216K – 352
2015
Q4 		$216K Sell
3,180
-186
-6% -$12.1K 0.04% 298
2015
Q3 		$228K Buy
3,366
+100
+3% +$6.68K 0.05% 278
2015
Q2 		$214K Hold
3,266
– – 0.04% 282
2015
Q1 		$253K Buy
3,266
+506
+18% +$39.8K 0.05% 266
2014
Q4 		$209K Buy
+2,760
New +$197K 0.04% 294

Other funds holding WELL

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stanley-Laman Group's WELL Position: Q1 2020 in Review

Stanley-Laman Group sold out of Welltower (WELL) in Q1 2020, closing a stake of 3,436 shares — an estimated $281K sold.

Stanley-Laman Group first reported a position in WELL in Q4 2014 and held it in 6 quarters. The position peaked at $281K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Stanley-Laman Group reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 3,436 Welltower shares in Q1 2020, an estimated $281K.
  • Stanley-Laman Group first reported a position in Welltower in Q4 2014 and held it in 6 quarters.
  • Stanley-Laman Group's Welltower position peaked at $281K in Q4 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Stanley-Laman Group's 13F filing for Q1 2020, filed 12 May 2020.