Sugarloaf Wealth Management’s Welltower WELL Stock Holding History

Sugarloaf Wealth Management’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
2024 Q2	–	Sell	-57	Closed	-$5.33K	–	688
2024 Q1	$5.33K	Buy	+57	New	+$5.16K	﹤0.01%	533
2022 Q4	–	Sell	-650	Closed	-$42K	–	873
2022 Q3	$42K	Buy	+650	New	+$50.8K	0.01%	313
2020 Q1	–	Sell	-62	Closed	-$5K	–	744
2019 Q4	$5K	Buy	+62	New	+$5.31K	﹤0.01%	554

Other funds holding WELL

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's WELL Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Welltower (WELL) in Q2 2024, closing a stake of 57 shares — an estimated $5.33K sold.

Sugarloaf Wealth Management first reported a position in WELL in Q4 2019 and held it in 3 quarters. The position peaked at $42K in Q3 2022. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

Sugarloaf Wealth Management reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 57 Welltower shares in Q2 2024, an estimated $5.33K.
Sugarloaf Wealth Management first reported a position in Welltower in Q4 2019 and held it in 3 quarters.
Sugarloaf Wealth Management's Welltower position peaked at $42K in Q3 2022.
996 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.