Swaine & Leidel Wealth Services’s Welltower WELL Stock Holding History

Swaine & Leidel Wealth 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
2020 Q1	–	Sell	-12,897	Closed	-$1.05M	–	67
2019 Q4	$1.05M	Sell	12,897 -12,839	-50%	-$1.1M	0.88%	38
2019 Q3	$2.33M	Sell	25,736 -435	-2%	-$37.9K	2.11%	26
2019 Q2	$2.13M	Sell	26,171 -563	-2%	-$44.3K	2.28%	18
2019 Q1	$2.08M	Buy	26,734 +2,752	+11%	+$206K	2.63%	11
2018 Q4	$1.86M	Buy	+23,982	New	+$1.63M	2.96%	5

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Swaine & Leidel Wealth Services's WELL Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of Welltower (WELL) in Q1 2020, closing a stake of 12,897 shares — an estimated $1.05M sold.

Swaine & Leidel Wealth Services first reported a position in WELL in Q4 2018 and held it in 5 quarters. The position peaked at $2.33M in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Swaine & Leidel Wealth Services reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 12,897 Welltower shares in Q1 2020, an estimated $1.05M.
Swaine & Leidel Wealth Services first reported a position in Welltower in Q4 2018 and held it in 5 quarters.
Swaine & Leidel Wealth Services's Welltower position peaked at $2.33M in Q3 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.