Bank Pictet & Cie (Europe)’s National Health Investors NHI Stock Holding History

Bank Pictet & Cie (Europe)’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
2024 Q1	–	Sell	-5,908	Closed	-$330K	–	235
2023 Q4	$330K	Hold	5,908	–	–	0.01%	223
2023 Q3	$303K	Sell	5,908 -396	-6%	-$20.7K	0.01%	217
2023 Q2	$330K	Buy	+6,304	New	+$325K	0.01%	214
2022 Q4	–	Sell	-4,000	Closed	-$226K	–	170
2022 Q3	$226K	Hold	4,000	–	–	0.01%	153
2022 Q2	$242K	Hold	4,000	–	–	0.01%	145
2022 Q1	$236K	Hold	4,000	–	–	0.01%	157
2021 Q4	$230K	Hold	4,000	–	–	0.01%	165
2021 Q3	$214K	Hold	4,000	–	–	0.01%	161
2021 Q2	$268K	Buy	+4,000	New	+$279K	0.01%	160

Other funds holding NHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s NHI Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 5,908 shares — an estimated $330K sold.

Bank Pictet & Cie (Europe) first reported a position in NHI in Q2 2021 and held it in 9 quarters. The position peaked at $330K in Q2 2023. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

Bank Pictet & Cie (Europe) reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
Bank Pictet & Cie (Europe) sold 5,908 National Health Investors shares in Q1 2024, an estimated $330K.
Bank Pictet & Cie (Europe) first reported a position in National Health Investors in Q2 2021 and held it in 9 quarters.
Bank Pictet & Cie (Europe)'s National Health Investors position peaked at $330K in Q2 2023.
221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.