Voloridge Investment Management
DHC

Voloridge Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Voloridge Investment Management’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
2019
Q3 		– Sell
-52,397
Closed -$433K – 1090
2019
Q2 		$433K Buy
+52,397
New +$436K 0.01% 589
2018
Q2 		– Sell
-20,778
Closed -$325K – 459
2018
Q1 		$325K Buy
+20,778
New +$346K 0.01% 442
2017
Q1 		– Sell
-152,919
Closed -$2.9M – 526
2016
Q4 		$2.9M Buy
152,919
+96,539
+171% +$1.87M 0.06% 345
2016
Q3 		$1.28M Buy
+56,380
New +$1.25M 0.03% 177

Other funds holding DHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Voloridge Investment Management's DHC Position: Q3 2019 in Review

Voloridge Investment Management sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 52,397 shares — an estimated $433K sold.

Voloridge Investment Management first reported a position in DHC in Q3 2016 and held it in 4 quarters. The position peaked at $2.9M in Q4 2016. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

  • Voloridge Investment Management reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
  • Voloridge Investment Management sold 52,397 Diversified Healthcare Trust shares in Q3 2019, an estimated $433K.
  • Voloridge Investment Management first reported a position in Diversified Healthcare Trust in Q3 2016 and held it in 4 quarters.
  • Voloridge Investment Management's Diversified Healthcare Trust position peaked at $2.9M in Q4 2016.
  • 276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on Voloridge Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.