TCOV
HR

Trust Company of Vermont’s Healthcare Realty Trust Incorporated HR Stock Holding History

Trust Company of Vermont’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-90
Closed -$3K – 1006
2019
Q3 		$3K Hold
90
– – ﹤0.01% 918
2019
Q2 		$3K Hold
90
– – ﹤0.01% 933
2019
Q1 		$3K Buy
+90
New +$2.82K ﹤0.01% 889

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Trust Company of Vermont's HR Position: Q4 2019 in Review

Trust Company of Vermont sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2019, closing a stake of 90 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in HR in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 266 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Trust Company of Vermont reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2019 after selling out during the quarter.
  • Trust Company of Vermont sold 90 Healthcare Realty Trust Incorporated shares in Q4 2019, an estimated $3K.
  • Trust Company of Vermont first reported a position in Healthcare Realty Trust Incorporated in Q1 2019 and held it in 3 quarters.
  • Trust Company of Vermont's Healthcare Realty Trust Incorporated position peaked at $3K in Q3 2019.
  • 266 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2019.

Based on Trust Company of Vermont's 13F filing for Q4 2019, filed 6 Feb 2020.