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Bowling Portfolio Management’s National Healthcare NHC Stock Holding History

Bowling Portfolio Management’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,982
Closed -$760K – 458
2020
Q2 		$760K Sell
11,982
-1,872
-14% -$126K 0.16% 172
2020
Q1 		$994K Sell
13,854
-770
-5% -$60.9K 0.25% 114
2019
Q4 		$1.26M Sell
14,624
-2,544
-15% -$213K 0.22% 140
2019
Q3 		$1.41M Sell
17,168
-4,354
-20% -$360K 0.24% 143
2019
Q2 		$1.75M Buy
21,522
+12,940
+151% +$999K 0.29% 110
2019
Q1 		$651K Sell
8,582
-26
-0.3% -$2.06K 0.1% 268
2018
Q4 		$675K Sell
8,608
-3,222
-27% -$252K 0.12% 243
2018
Q3 		$892K Buy
+11,830
New +$870K 0.12% 251
2018
Q2 		– Sell
-11,617
Closed -$693K – 374
2018
Q1 		$693K Sell
11,617
-1,123
-9% -$68.8K 0.09% 279
2017
Q4 		$776K Sell
12,740
-35
-0.3% -$2.23K 0.1% 266
2017
Q3 		$799K Buy
12,775
+368
+3% +$23.7K 0.12% 251
2017
Q2 		$870K Buy
+12,407
New +$886K 0.13% 231

Other funds holding NHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bowling Portfolio Management's NHC Position: Q3 2020 in Review

Bowling Portfolio Management sold out of National Healthcare (NHC) in Q3 2020, closing a stake of 11,982 shares — an estimated $760K sold.

Bowling Portfolio Management first reported a position in NHC in Q2 2017 and held it in 12 quarters. The position peaked at $1.75M in Q2 2019. 128 funds tracked by Wall St. Rank hold NHC as of Q3 2020.

  • Bowling Portfolio Management reported no remaining National Healthcare position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 11,982 National Healthcare shares in Q3 2020, an estimated $760K.
  • Bowling Portfolio Management first reported a position in National Healthcare in Q2 2017 and held it in 12 quarters.
  • Bowling Portfolio Management's National Healthcare position peaked at $1.75M in Q2 2019.
  • 128 funds tracked by Wall St. Rank held National Healthcare as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.