AlphaSimPlex Group’s National Health Investors NHI Stock Holding History

AlphaSimPlex Group’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 Q1	–	Sell	-5,428	Closed	-$442K	–	197
2019 Q4	$442K	Sell	5,428 -393	-7%	-$32.2K	0.17%	183
2019 Q3	$480K	Sell	5,821 -1,759	-23%	-$143K	0.18%	158
2019 Q2	$591K	Sell	7,580 -513	-6%	-$39.9K	0.18%	176
2019 Q1	$636K	Buy	+8,093	New	+$643K	0.21%	153

Other funds holding NHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaSimPlex Group's NHI Position: Q1 2020 in Review

AlphaSimPlex Group sold out of National Health Investors (NHI) in Q1 2020, closing a stake of 5,428 shares — an estimated $442K sold.

AlphaSimPlex Group first reported a position in NHI in Q1 2019 and held it in 4 quarters. The position peaked at $636K in Q1 2019. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2020.

AlphaSimPlex Group reported no remaining National Health Investors position as of Q1 2020 after selling out during the quarter.
AlphaSimPlex Group sold 5,428 National Health Investors shares in Q1 2020, an estimated $442K.
AlphaSimPlex Group first reported a position in National Health Investors in Q1 2019 and held it in 4 quarters.
AlphaSimPlex Group's National Health Investors position peaked at $636K in Q1 2019.
245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2020.

Based on AlphaSimPlex Group's 13F filing for Q1 2020, filed 13 May 2020.