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Adams Wealth Management’s National Health Investors NHI Stock Holding History

Adams Wealth Management’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,977
Closed -$246K – 90
2020
Q1 		$246K Sell
4,977
-366
-7% -$27.8K 0.31% 56
2019
Q4 		$435K Buy
+5,343
New +$437K 0.37% 67

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adams Wealth Management's NHI Position: Q2 2020 in Review

Adams Wealth Management sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 4,977 shares — an estimated $246K sold.

Adams Wealth Management first reported a position in NHI in Q4 2019 and held it in 2 quarters. The position peaked at $435K in Q4 2019. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

  • Adams Wealth Management reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
  • Adams Wealth Management sold 4,977 National Health Investors shares in Q2 2020, an estimated $246K.
  • Adams Wealth Management first reported a position in National Health Investors in Q4 2019 and held it in 2 quarters.
  • Adams Wealth Management's National Health Investors position peaked at $435K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Adams Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.