Baker Avenue Asset Management’s National Health Investors NHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-512
Closed -$26.8K – 1672
2023
Q2
$26.8K Buy
512
+498
+3,557% +$25.7K ﹤0.01% 607
2023
Q1
$722 Buy
+14
New +$764 ﹤0.01% 1296

Other funds holding NHI

Baker Avenue Asset Management's NHI Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of National Health Investors (NHI) in Q3 2023, closing a stake of 512 shares — an estimated $26.8K sold.

Baker Avenue Asset Management first reported a position in NHI in Q1 2023 and held it in 2 quarters. The position peaked at $26.8K in Q2 2023. 209 funds tracked by Wall St. Rank hold NHI as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining National Health Investors position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 512 National Health Investors shares in Q3 2023, an estimated $26.8K.
  • Baker Avenue Asset Management first reported a position in National Health Investors in Q1 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's National Health Investors position peaked at $26.8K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held National Health Investors as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.