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Syntal Capital Partners’s Welltower WELL Stock Holding History

Syntal Capital Partners’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
2019
Q4 		– Sell
-49,403
Closed -$3.74M – 199
2019
Q3 		$3.74M Buy
49,403
+14,153
+40% +$1.23M 0.97% 19
2019
Q2 		$2.45M Buy
+35,250
New +$2.77M 0.53% 40

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State Street
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Syntal Capital Partners's WELL Position: Q4 2019 in Review

Syntal Capital Partners sold out of Welltower (WELL) in Q4 2019, closing a stake of 49,403 shares — an estimated $3.74M sold.

Syntal Capital Partners first reported a position in WELL in Q2 2019 and held it in 2 quarters. The position peaked at $3.74M in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Syntal Capital Partners reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
  • Syntal Capital Partners sold 49,403 Welltower shares in Q4 2019, an estimated $3.74M.
  • Syntal Capital Partners first reported a position in Welltower in Q2 2019 and held it in 2 quarters.
  • Syntal Capital Partners's Welltower position peaked at $3.74M in Q3 2019.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Syntal Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.