BAAM
NHC icon

Baker Avenue Asset Management’s National Healthcare NHC Stock Holding History

Baker Avenue Asset Management’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15
Closed -$960 – 1094
2023
Q3 		$960 Hold
15
– – ﹤0.01% 1283
2023
Q2 		$927 Sell
15
-15
-50% -$890 ﹤0.01% 1200
2023
Q1 		$1.74K Buy
+30
New +$1.72K ﹤0.01% 1025

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baker Avenue Asset Management's NHC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of National Healthcare (NHC) in Q4 2023, closing a stake of 15 shares — an estimated $960 sold.

Baker Avenue Asset Management first reported a position in NHC in Q1 2023 and held it in 3 quarters. The position peaked at $1.74K in Q1 2023. 159 funds tracked by Wall St. Rank hold NHC as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining National Healthcare position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 15 National Healthcare shares in Q4 2023, an estimated $960.
  • Baker Avenue Asset Management first reported a position in National Healthcare in Q1 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's National Healthcare position peaked at $1.74K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held National Healthcare as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.