WDL
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Well Done LLC’s Healthcare Realty HR Stock Holding History

Well Done LLC’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
Q1 		– Sell
-41
Closed -$1K – 364
2018
Q4 		$1K Buy
+41
New +$1.09K ﹤0.01% 704
2018
Q2 		– Sell
-41
Closed -$1K – 292
2018
Q1 		$1K Buy
+41
New +$1.09K ﹤0.01% 581

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Well Done LLC's HR Position: Q1 2019 in Review

Well Done LLC sold out of Healthcare Realty (HR) in Q1 2019, closing a stake of 41 shares — an estimated $1K sold.

Well Done LLC first reported a position in HR in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 337 funds tracked by Wall St. Rank hold HR as of Q1 2019.

  • Well Done LLC reported no remaining Healthcare Realty position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 41 Healthcare Realty shares in Q1 2019, an estimated $1K.
  • Well Done LLC first reported a position in Healthcare Realty in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Healthcare Realty position peaked at $1K in Q4 2018.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.