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AGF Investments LLC’s National Health Investors NHI Stock Holding History

AGF Investments LLC’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
-51
Closed -$3K – 667
2020
Q1 		$3K Sell
51
-10,573
-100% -$803K ﹤0.01% 542
2019
Q4 		$866K Buy
10,624
+4,983
+88% +$408K 0.16% 236
2019
Q3 		$465K Buy
5,641
+1,699
+43% +$138K 0.11% 261
2019
Q2 		$308K Buy
3,942
+992
+34% +$77.1K 0.06% 301
2019
Q1 		$232K Buy
2,950
+2,832
+2,400% +$225K 0.05% 238
2018
Q4 		$9K Sell
118
-605
-84% -$45.6K ﹤0.01% 567
2018
Q3 		$54K Sell
723
-44
-6% -$3.36K 0.01% 355
2018
Q2 		$57K Buy
767
+82
+12% +$5.79K 0.01% 351
2018
Q1 		$47K Buy
685
+72
+12% +$4.92K 0.01% 298
2017
Q4 		$46K Sell
613
-55
-8% -$4.27K 0.01% 247
2017
Q3 		$52K Sell
668
-10
-1% -$782 0.01% 236
2017
Q2 		$55K Buy
+678
New +$51.3K 0.01% 237
2017
Q1 		– Sell
-140
Closed -$11K – 787
2016
Q4 		$11K Buy
+140
New +$10.3K ﹤0.01% 527

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

AGF Investments LLC's NHI Position: Q2 2020 in Review

AGF Investments LLC sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 51 shares — an estimated $3K sold.

AGF Investments LLC first reported a position in NHI in Q4 2016 and held it in 13 quarters. The position peaked at $866K in Q4 2019. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

  • AGF Investments LLC reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
  • AGF Investments LLC sold 51 National Health Investors shares in Q2 2020, an estimated $3K.
  • AGF Investments LLC first reported a position in National Health Investors in Q4 2016 and held it in 13 quarters.
  • AGF Investments LLC's National Health Investors position peaked at $866K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on AGF Investments LLC's 13F filing for Q2 2020, filed 11 Aug 2020.