Baldrige Asset Management’s National Health Investors NHI Stock Holding History

Baldrige Asset Management’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
2023 Q1	$5K	Hold	99	–	–	﹤0.01%	288
2022 Q4	$5K	Buy	+99	New	+$5.43K	﹤0.01%	269
2022 Q3	–	Sell	-99	Closed	-$6K	–	306
2022 Q2	$6K	Hold	99	–	–	﹤0.01%	266
2022 Q1	$6K	Sell	99 -289	-74%	-$16.4K	﹤0.01%	277
2021 Q4	$22K	Buy	388 +2	+0.5%	+$111	0.01%	227
2021 Q3	$21K	Buy	386 +2	+0.5%	+$125	0.01%	231
2021 Q2	$26K	Buy	+384	New	+$26.8K	0.01%	218

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baldrige Asset Management's NHI Position: Q1 2023 in Review

Baldrige Asset Management held its National Health Investors (NHI) position steady in Q1 2023 at 99 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Baldrige Asset Management first reported a position in NHI in Q2 2021 and has held it in 7 quarters since. The position peaked at $26K in Q2 2021. 227 funds tracked by Wall St. Rank hold NHI as of Q1 2023.

Baldrige Asset Management held 99 shares of National Health Investors worth $5K as of Q1 2023.
Baldrige Asset Management left its National Health Investors share count unchanged in Q1 2023.
National Health Investors made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #288 holding.
Baldrige Asset Management first reported a position in National Health Investors in Q2 2021 and has held it in 7 quarters since.
Baldrige Asset Management's National Health Investors position peaked at $26K in Q2 2021.
227 funds tracked by Wall St. Rank held National Health Investors as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.