WSFS
HQH

Wilmington Savings Fund Society’s abrdn Healthcare Investors HQH Stock Holding History

Wilmington Savings Fund Society’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-590
Closed -$9.47K – 2107
2024
Q4 		$9.47K Hold
590
– – ﹤0.01% 1669
2024
Q3 		$11K Buy
+590
New +$11K ﹤0.01% 1620

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilmington Savings Fund Society's HQH Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of abrdn Healthcare Investors (HQH) in Q1 2025, closing a stake of 590 shares — an estimated $9.47K sold.

Wilmington Savings Fund Society first reported a position in HQH in Q3 2024 and held it in 2 quarters. The position peaked at $11K in Q3 2024. 105 funds tracked by Wall St. Rank hold HQH as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining abrdn Healthcare Investors position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 590 abrdn Healthcare Investors shares in Q1 2025, an estimated $9.47K.
  • Wilmington Savings Fund Society first reported a position in abrdn Healthcare Investors in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's abrdn Healthcare Investors position peaked at $11K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.