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Bridgewater Associates’s National Healthcare NHC Stock Holding History

Bridgewater Associates’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
2024
Q4 		– Sell
-4,928
Closed -$620K – 789
2024
Q3 		$620K Sell
4,928
-5,449
-53% -$685K ﹤0.01% 667
2024
Q2 		$1.12M Sell
10,377
-1,077
-9% -$105K 0.01% 641
2024
Q1 		$1.08M Sell
11,454
-1,852
-14% -$175K 0.01% 564
2023
Q4 		$1.23M Sell
13,306
-1,460
-10% -$112K 0.01% 607
2023
Q3 		$945K Buy
14,766
+1,202
+9% +$77K 0.01% 618
2023
Q2 		$839K Sell
13,564
-2,989
-18% -$177K 0.01% 599
2023
Q1 		$961K Buy
16,553
+620
+4% +$35.6K 0.01% 567
2022
Q4 		$948K Sell
15,933
-5,657
-26% -$343K 0.01% 650
2022
Q3 		$1.37M Buy
21,590
+28
+0.1% +$1.95K 0.01% 636
2022
Q2 		$1.51M Buy
21,562
+3,435
+19% +$241K 0.01% 733
2022
Q1 		$1.27M Buy
18,127
+4,369
+32% +$294K 0.01% 772
2021
Q4 		$935K Sell
13,758
-1,711
-11% -$118K 0.01% 587
2021
Q3 		$1.08M Sell
15,469
-381
-2% -$27.7K 0.01% 504
2021
Q2 		$1.11M Buy
+15,850
New +$1.15M 0.01% 566

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
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bridgewater Associates's NHC Position: Q4 2024 in Review

Bridgewater Associates sold out of National Healthcare (NHC) in Q4 2024, closing a stake of 4,928 shares — an estimated $620K sold.

Bridgewater Associates first reported a position in NHC in Q2 2021 and held it in 14 quarters. The position peaked at $1.51M in Q2 2022. 185 funds tracked by Wall St. Rank hold NHC as of Q4 2024.

  • Bridgewater Associates reported no remaining National Healthcare position as of Q4 2024 after selling out during the quarter.
  • Bridgewater Associates sold 4,928 National Healthcare shares in Q4 2024, an estimated $620K.
  • Bridgewater Associates first reported a position in National Healthcare in Q2 2021 and held it in 14 quarters.
  • Bridgewater Associates's National Healthcare position peaked at $1.51M in Q2 2022.
  • 185 funds tracked by Wall St. Rank held National Healthcare as of Q4 2024.

Based on Bridgewater Associates's 13F filing for Q4 2024, filed 13 Feb 2025.