Axa
NHI icon

Axa’s National Health Investors NHI Stock Holding History

Axa’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
2015
Q3 		– Sell
-29,049
Closed -$1.81M – 1489
2015
Q2 		$1.81M Hold
29,049
– – 0.01% 813
2015
Q1 		$2.06M Sell
29,049
-16,397
-36% -$1.18M 0.01% 802
2014
Q4 		$3.18M Buy
45,446
+23,446
+107% +$1.52M 0.01% 679
2014
Q3 		$1.26M Buy
22,000
+2,080
+10% +$129K 0.01% 857
2014
Q2 		$1.25M Buy
19,920
+2,420
+14% +$149K 0.01% 877
2014
Q1 		$1.06M Hold
17,500
– – ﹤0.01% 908
2013
Q4 		$982K Buy
+17,500
New +$1.04M ﹤0.01% 921

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Axa's NHI Position: Q3 2015 in Review

Axa sold out of National Health Investors (NHI) in Q3 2015, closing a stake of 29,049 shares — an estimated $1.81M sold.

Axa first reported a position in NHI in Q4 2013 and held it in 7 quarters. The position peaked at $3.18M in Q4 2014. 180 funds tracked by Wall St. Rank hold NHI as of Q3 2015.

  • Axa reported no remaining National Health Investors position as of Q3 2015 after selling out during the quarter.
  • Axa sold 29,049 National Health Investors shares in Q3 2015, an estimated $1.81M.
  • Axa first reported a position in National Health Investors in Q4 2013 and held it in 7 quarters.
  • Axa's National Health Investors position peaked at $3.18M in Q4 2014.
  • 180 funds tracked by Wall St. Rank held National Health Investors as of Q3 2015.

Based on Axa's 13F filing for Q3 2015, filed 13 Nov 2015.