Stonebridge Capital Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Stonebridge Capital Advisors’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-572	Closed	-$17K	–	813
2020 Q2	$17K	Hold	572	–	–	﹤0.01%	430
2020 Q1	$16K	Hold	572	–	–	﹤0.01%	424
2019 Q4	$19K	Hold	572	–	–	﹤0.01%	459
2019 Q3	$19K	Hold	572	–	–	﹤0.01%	465
2019 Q2	$18K	Buy	+572	New	+$18.1K	﹤0.01%	479

Other funds holding HR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Stonebridge Capital Advisors's HR Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2020, closing a stake of 572 shares — an estimated $17K sold.

Stonebridge Capital Advisors first reported a position in HR in Q2 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 286 funds tracked by Wall St. Rank hold HR as of Q3 2020.

Stonebridge Capital Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2020 after selling out during the quarter.
Stonebridge Capital Advisors sold 572 Healthcare Realty Trust Incorporated shares in Q3 2020, an estimated $17K.
Stonebridge Capital Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2019 and held it in 5 quarters.
Stonebridge Capital Advisors's Healthcare Realty Trust Incorporated position peaked at $19K in Q4 2019.
286 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.