TFO
DHC

Tarbox Family Office’s Diversified Healthcare Trust DHC Stock Holding History

Tarbox Family Office’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
2020
Q4 		– Sell
-300
Closed -$1K – 1157
2020
Q3 		$1K Buy
300
+52
+21% +$203 ﹤0.01% 948
2020
Q2 		$1K Buy
+248
New +$877 ﹤0.01% 943

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tarbox Family Office's DHC Position: Q4 2020 in Review

Tarbox Family Office sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 300 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in DHC in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • Tarbox Family Office reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • Tarbox Family Office sold 300 Diversified Healthcare Trust shares in Q4 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Diversified Healthcare Trust in Q2 2020 and held it in 2 quarters.
  • Tarbox Family Office's Diversified Healthcare Trust position peaked at $1K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.