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Stonehage Fleming Financial Services’s Welltower WELL Stock Holding History

Stonehage Fleming Financial Services’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
2022
Q4 		– Sell
-325
Closed -$20K – 201
2022
Q3 		$20K Hold
325
– – ﹤0.01% 165
2022
Q2 		$27K Buy
+325
New +$28.9K ﹤0.01% 217

Other funds holding WELL

Vanguard Group
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Stonehage Fleming Financial Services's WELL Position: Q4 2022 in Review

Stonehage Fleming Financial Services sold out of Welltower (WELL) in Q4 2022, closing a stake of 325 shares — an estimated $20K sold.

Stonehage Fleming Financial Services first reported a position in WELL in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

  • Stonehage Fleming Financial Services reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 325 Welltower shares in Q4 2022, an estimated $20K.
  • Stonehage Fleming Financial Services first reported a position in Welltower in Q2 2022 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's Welltower position peaked at $27K in Q2 2022.
  • 798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2022, filed 14 Feb 2023.