UB
DHC

UMB Bank’s Diversified Healthcare Trust DHC Stock Holding History

UMB Bank’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
2024
Q2 		– Sell
-30
Closed -$74 – 2159
2024
Q1 		$74 Hold
30
– – ﹤0.01% 2138
2023
Q4 		$112 Hold
30
– – ﹤0.01% 1593
2023
Q3 		$58 Hold
30
– – ﹤0.01% 1681
2023
Q2 		$68 Hold
30
– – ﹤0.01% 1672
2023
Q1 		$41 Hold
30
– – ﹤0.01% 1687
2022
Q4 		$0 Hold
30
– – ﹤0.01% 1741
2022
Q3 		$0 Hold
30
– – ﹤0.01% 1799
2022
Q2 		$0 Hold
30
– – ﹤0.01% 1923
2022
Q1 		$0 Hold
30
– – ﹤0.01% 1997
2021
Q4 		$0 Buy
+30
New +$97 ﹤0.01% 1978

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

UMB Bank's DHC Position: Q2 2024 in Review

UMB Bank sold out of Diversified Healthcare Trust (DHC) in Q2 2024, closing a stake of 30 shares — an estimated $74 sold.

UMB Bank first reported a position in DHC in Q4 2021 and held it in 10 quarters. The position peaked at $112 in Q4 2023. 191 funds tracked by Wall St. Rank hold DHC as of Q2 2024.

  • UMB Bank reported no remaining Diversified Healthcare Trust position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 30 Diversified Healthcare Trust shares in Q2 2024, an estimated $74.
  • UMB Bank first reported a position in Diversified Healthcare Trust in Q4 2021 and held it in 10 quarters.
  • UMB Bank's Diversified Healthcare Trust position peaked at $112 in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.