WhitTier Trust Company’s Diversified Healthcare Trust DHC Stock Holding History

WhitTier Trust Company’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	-1,000	Closed	-$4K	–	975
2020 Q3	$4K	Buy	+1,000	New	+$3.9K	﹤0.01%	892
2018 Q4	–	Sell	-2,100	Closed	-$37K	–	1056
2018 Q3	$37K	Hold	2,100	–	–	﹤0.01%	655
2018 Q2	$38K	Hold	2,100	–	–	﹤0.01%	656
2018 Q1	$33K	Hold	2,100	–	–	﹤0.01%	683
2017 Q4	$40K	Hold	2,100	–	–	﹤0.01%	607
2017 Q3	$41K	Hold	2,100	–	–	﹤0.01%	572
2017 Q2	$43K	Hold	2,100	–	–	﹤0.01%	559
2017 Q1	$43K	Hold	2,100	–	–	﹤0.01%	551
2016 Q4	$40K	Sell	2,100 -675	-24%	-$13.1K	﹤0.01%	567
2016 Q3	$63K	Hold	2,775	–	–	0.01%	492
2016 Q2	$58K	Hold	2,775	–	–	0.01%	496
2016 Q1	$50K	Hold	2,775	–	–	0.01%	522
2015 Q4	$41K	Sell	2,775 -25	-0.9%	-$374	﹤0.01%	543
2015 Q3	$45K	Hold	2,800	–	–	0.01%	529
2015 Q2	$49K	Hold	2,800	–	–	0.01%	540
2015 Q1	$62K	Hold	2,800	–	–	0.01%	504
2014 Q4	$61K	Hold	2,800	–	–	0.01%	500
2014 Q3	$58K	Hold	2,800	–	–	0.01%	512
2014 Q2	$67K	Hold	2,800	–	–	0.01%	495
2014 Q1	$62K	Buy	2,800 +101	+4%	+$2.21K	0.01%	518
2013 Q4	$59K	Hold	2,699	–	–	0.01%	507
2013 Q3	$62K	Hold	2,699	–	–	0.01%	478
2013 Q2	$69K	Buy	+2,699	New	+$73.3K	0.01%	458

Other funds holding DHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WhitTier Trust Company's DHC Position: Q4 2020 in Review

WhitTier Trust Company sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 1,000 shares — an estimated $4K sold.

WhitTier Trust Company first reported a position in DHC in Q2 2013 and held it in 23 quarters. The position peaked at $69K in Q2 2013. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

WhitTier Trust Company reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
WhitTier Trust Company sold 1,000 Diversified Healthcare Trust shares in Q4 2020, an estimated $4K.
WhitTier Trust Company first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 23 quarters.
WhitTier Trust Company's Diversified Healthcare Trust position peaked at $69K in Q2 2013.
229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on WhitTier Trust Company's 13F filing for Q4 2020, filed 29 Jan 2021.