TLP
DHC

Trinity Legacy Partners’s Diversified Healthcare Trust DHC Stock Holding History

Trinity Legacy Partners’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
-18,765
Closed -$68K – 92
2020
Q3 		$68K Hold
18,765
– – 0.03% 83
2020
Q2 		$82K Hold
18,765
– – 0.04% 78
2020
Q1 		$49K Buy
+18,765
New +$123K 0.03% 62

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H2CM
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LSV Asset Management
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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

Trinity Legacy Partners's DHC Position: Q4 2020 in Review

Trinity Legacy Partners sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 18,765 shares — an estimated $68K sold.

Trinity Legacy Partners first reported a position in DHC in Q1 2020 and held it in 3 quarters. The position peaked at $82K in Q2 2020. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • Trinity Legacy Partners reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • Trinity Legacy Partners sold 18,765 Diversified Healthcare Trust shares in Q4 2020, an estimated $68K.
  • Trinity Legacy Partners first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 3 quarters.
  • Trinity Legacy Partners's Diversified Healthcare Trust position peaked at $82K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on Trinity Legacy Partners's 13F filing for Q4 2020, filed 20 Jan 2021.