Bank Julius Baer & Co
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Bank Julius Baer & Co’s National Health Investors NHI Stock Holding History

Bank Julius Baer & Co’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
Q3 		– Sell
-762
Closed -$46K – 764
2020
Q2 		$46K Buy
762
+461
+153% +$25.3K ﹤0.01% 573
2020
Q1 		$15K Buy
+301
New +$22.8K ﹤0.01% 592

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Bank of New York Mellon
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Northern Trust
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HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank Julius Baer & Co's NHI Position: Q3 2020 in Review

Bank Julius Baer & Co sold out of National Health Investors (NHI) in Q3 2020, closing a stake of 762 shares — an estimated $46K sold.

Bank Julius Baer & Co first reported a position in NHI in Q1 2020 and held it in 2 quarters. The position peaked at $46K in Q2 2020. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2020.

  • Bank Julius Baer & Co reported no remaining National Health Investors position as of Q3 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 762 National Health Investors shares in Q3 2020, an estimated $46K.
  • Bank Julius Baer & Co first reported a position in National Health Investors in Q1 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's National Health Investors position peaked at $46K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2020.

Based on Bank Julius Baer & Co's 13F filing for Q3 2020, filed 10 Nov 2020.