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Boston Trust Walden’s National Health Investors NHI Stock Holding History

Boston Trust Walden’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
2017
Q3 		– Sell
-219,124
Closed -$17.4M – 378
2017
Q2 		$17.4M Sell
219,124
-41,722
-16% -$3.16M 0.28% 116
2017
Q1 		$18.9M Sell
260,846
-23,093
-8% -$1.69M 0.3% 125
2016
Q4 		$21.1M Sell
283,939
-6,660
-2% -$489K 0.33% 126
2016
Q3 		$22.8M Sell
290,599
-767
-0.3% -$60.3K 0.38% 104
2016
Q2 		$21.9M Sell
291,366
-3,492
-1% -$242K 0.37% 98
2016
Q1 		$19.6M Sell
294,858
-4,448
-1% -$275K 0.34% 114
2015
Q4 		$18.2M Buy
+299,306
New +$17.8M 0.34% 117

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Boston Trust Walden's NHI Position: Q3 2017 in Review

Boston Trust Walden sold out of National Health Investors (NHI) in Q3 2017, closing a stake of 219,124 shares — an estimated $17.4M sold.

Boston Trust Walden first reported a position in NHI in Q4 2015 and held it in 7 quarters. The position peaked at $22.8M in Q3 2016. 206 funds tracked by Wall St. Rank hold NHI as of Q3 2017.

  • Boston Trust Walden reported no remaining National Health Investors position as of Q3 2017 after selling out during the quarter.
  • Boston Trust Walden sold 219,124 National Health Investors shares in Q3 2017, an estimated $17.4M.
  • Boston Trust Walden first reported a position in National Health Investors in Q4 2015 and held it in 7 quarters.
  • Boston Trust Walden's National Health Investors position peaked at $22.8M in Q3 2016.
  • 206 funds tracked by Wall St. Rank held National Health Investors as of Q3 2017.

Based on Boston Trust Walden's 13F filing for Q3 2017, filed 13 Oct 2017.