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Burney Company’s National Health Investors NHI Stock Holding History

Burney Company’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
2021
Q3 		– Sell
-4,035
Closed -$271K – 592
2021
Q2 		$271K Sell
4,035
-725
-15% -$50.6K 0.01% 517
2021
Q1 		$344K Sell
4,760
-352
-7% -$24.6K 0.02% 459
2020
Q4 		$354K Sell
5,112
-3,161
-38% -$201K 0.02% 423
2020
Q3 		$499K Sell
8,273
-720
-8% -$44.5K 0.03% 354
2020
Q2 		$546K Sell
8,993
-1,365
-13% -$75K 0.04% 331
2020
Q1 		$513K Sell
10,358
-894
-8% -$67.9K 0.04% 298
2019
Q4 		$917K Sell
11,252
-292
-3% -$23.9K 0.05% 280
2019
Q3 		$951K Buy
11,544
+118
+1% +$9.6K 0.06% 263
2019
Q2 		$892K Buy
11,426
+479
+4% +$37.2K 0.05% 275
2019
Q1 		$860K Buy
+10,947
New +$870K 0.05% 274
2014
Q4 		– Sell
-3,947
Closed -$226K – 392
2014
Q3 		$226K Sell
3,947
-967
-20% -$59.9K 0.02% 372
2014
Q2 		$307K Sell
4,914
-29
-0.6% -$1.79K 0.03% 341
2014
Q1 		$299K Sell
4,943
-150
-3% -$9.1K 0.03% 338
2013
Q4 		$286K Buy
5,093
+25
+0.5% +$1.49K 0.03% 356
2013
Q3 		$288K Sell
5,068
-258
-5% -$15.4K 0.03% 347
2013
Q2 		$319K Buy
+5,326
New +$345K 0.04% 322

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burney Company's NHI Position: Q3 2021 in Review

Burney Company sold out of National Health Investors (NHI) in Q3 2021, closing a stake of 4,035 shares — an estimated $271K sold.

Burney Company first reported a position in NHI in Q2 2013 and held it in 16 quarters. The position peaked at $951K in Q3 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

  • Burney Company reported no remaining National Health Investors position as of Q3 2021 after selling out during the quarter.
  • Burney Company sold 4,035 National Health Investors shares in Q3 2021, an estimated $271K.
  • Burney Company first reported a position in National Health Investors in Q2 2013 and held it in 16 quarters.
  • Burney Company's National Health Investors position peaked at $951K in Q3 2019.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Burney Company's 13F filing for Q3 2021, filed 12 Nov 2021.