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Brandywine Global Investment Management’s National Healthcare NHC Stock Holding History

Brandywine Global Investment 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
2023
Q4 		– Sell
-45,589
Closed -$2.92M – 730
2023
Q3 		$2.92M Buy
45,589
+9,313
+26% +$597K 0.03% 484
2023
Q2 		$2.24M Buy
36,276
+25
+0.1% +$1.48K 0.02% 531
2023
Q1 		$2.11M Sell
36,251
-52
-0.1% -$2.99K 0.02% 541
2022
Q4 		$2.16M Sell
36,303
-1,132
-3% -$68.6K 0.02% 542
2022
Q3 		$2.37M Sell
37,435
-1,337
-3% -$92.9K 0.02% 503
2022
Q2 		$2.71M Buy
38,772
+15,106
+64% +$1.06M 0.02% 478
2022
Q1 		$1.66M Buy
23,666
+17,056
+258% +$1.15M 0.01% 565
2021
Q4 		$449K Buy
+6,610
New +$457K ﹤0.01% 624

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brandywine Global Investment Management's NHC Position: Q4 2023 in Review

Brandywine Global Investment Management sold out of National Healthcare (NHC) in Q4 2023, closing a stake of 45,589 shares — an estimated $2.92M sold.

Brandywine Global Investment Management first reported a position in NHC in Q4 2021 and held it in 8 quarters. The position peaked at $2.92M in Q3 2023. 159 funds tracked by Wall St. Rank hold NHC as of Q4 2023.

  • Brandywine Global Investment Management reported no remaining National Healthcare position as of Q4 2023 after selling out during the quarter.
  • Brandywine Global Investment Management sold 45,589 National Healthcare shares in Q4 2023, an estimated $2.92M.
  • Brandywine Global Investment Management first reported a position in National Healthcare in Q4 2021 and held it in 8 quarters.
  • Brandywine Global Investment Management's National Healthcare position peaked at $2.92M in Q3 2023.
  • 159 funds tracked by Wall St. Rank held National Healthcare as of Q4 2023.

Based on Brandywine Global Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.