Syverson Strege & Co’s Diversified Healthcare Trust DHC Stock Holding History

Syverson Strege & Co’s Portfolio DHC Stock Details DHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-740	Closed	-$999	–	209
2023 Q1	$999	Buy	740 +3	+0.4%	+$3	﹤0.01%	603
2022 Q4	$477	Buy	737 +2	+0.3%	+$2	﹤0.01%	300
2022 Q3	$1K	Buy	735 +1	+0.1%	+$2	﹤0.01%	263
2022 Q2	$1K	Buy	734 +1	+0.1%	+$2	﹤0.01%	310
2022 Q1	$2K	Buy	733 +1	+0.1%	+$3	﹤0.01%	269
2021 Q4	$2K	Buy	732 +1	+0.1%	+$3	﹤0.01%	268
2021 Q3	$2K	Hold	731	–	–	﹤0.01%	391
2021 Q2	$3K	Buy	731 +1	+0.1%	+$4	﹤0.01%	232
2021 Q1	$3K	Buy	730 +1	+0.1%	+$5	﹤0.01%	228
2020 Q4	$3K	Buy	+729	New	+$2.87K	﹤0.01%	211

Other funds holding DHC

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

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

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

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

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Syverson Strege & Co's DHC Position: Q2 2023 in Review

Syverson Strege & Co sold out of Diversified Healthcare Trust (DHC) in Q2 2023, closing a stake of 740 shares — an estimated $999 sold.

Syverson Strege & Co first reported a position in DHC in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q2 2021. 160 funds tracked by Wall St. Rank hold DHC as of Q2 2023.

Syverson Strege & Co reported no remaining Diversified Healthcare Trust position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 740 Diversified Healthcare Trust shares in Q2 2023, an estimated $999.
Syverson Strege & Co first reported a position in Diversified Healthcare Trust in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Diversified Healthcare Trust position peaked at $3K in Q2 2021.
160 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.