Winslow Evans & Crocker’s abrdn Healthcare Investors HQH Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$2K	Buy	+85	New	+$1.85K	﹤0.01%	1226
2017 Q3	–	Sell	-81	Closed	-$2.03K	–	1171
2017 Q2	$2.03K	Sell	81 -1	-1%	-$25	﹤0.01%	1181
2017 Q1	$1.95K	Hold	82	–	–	﹤0.01%	1147
2016 Q4	$1.71K	Hold	82	–	–	﹤0.01%	1160
2016 Q3	$1.93K	Hold	82	–	–	﹤0.01%	1190
2016 Q2	$1.9K	Sell	82 -6	-7%	-$149	﹤0.01%	1175
2016 Q1	$2.11K	Buy	88 +8	+10%	+$190	﹤0.01%	1161
2015 Q4	$2.37K	Sell	80 -5,234	-98%	-$162K	﹤0.01%	1210
2015 Q3	$147K	Buy	5,314 +146	+3%	+$4.97K	0.05%	329
2015 Q2	$180K	Buy	5,168 +5,088	+6,360%	+$177K	0.05%	328
2015 Q1	$2.72K	Hold	80	–	–	﹤0.01%	1139
2014 Q4	$2.43K	Buy	80 +2	+3%	+$60	﹤0.01%	1175
2014 Q3	$2.16K	Buy	78 +1	+1%	+$27	﹤0.01%	1266
2014 Q2	$1.98K	Buy	77 +1	+1%	+$26	﹤0.01%	1189
2014 Q1	$2.01K	Buy	76 +1	+1%	+$28	﹤0.01%	1166
2013 Q4	$2K	Buy	+75	New	+$1.84K	﹤0.01%	1282

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's HQH Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in abrdn Healthcare Investors (HQH) in Q4 2020: 85 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in HQH as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in HQH in Q4 2013 and has held it in 16 quarters since. The position peaked at $180K in Q2 2015. 114 funds tracked by Wall St. Rank hold HQH as of Q4 2020.

Winslow Evans & Crocker held 85 shares of abrdn Healthcare Investors worth $2K as of Q4 2020.
abrdn Healthcare Investors was a new Winslow Evans & Crocker position in Q4 2020.
abrdn Healthcare Investors made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1226 holding.
Winslow Evans & Crocker first reported a position in abrdn Healthcare Investors in Q4 2013 and has held it in 16 quarters since.
Winslow Evans & Crocker's abrdn Healthcare Investors position peaked at $180K in Q2 2015.
114 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.