Candriam SCA’s National Health Investors NHI Stock Holding History

Candriam SCA’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
2023 Q2	–	Sell	-5,000	Closed	-$237K	–	819
2023 Q1	$237K	Hold	5,000	–	–	﹤0.01%	862
2022 Q4	$261K	Hold	5,000	–	–	﹤0.01%	843
2022 Q3	$283K	Hold	5,000	–	–	﹤0.01%	854
2022 Q2	$303K	Hold	5,000	–	–	﹤0.01%	759
2022 Q1	$295K	Sell	5,000 -5,000	-50%	-$285K	﹤0.01%	766
2021 Q4	$575K	Hold	10,000	–	–	﹤0.01%	738
2021 Q3	$535K	Buy	+10,000	New	+$625K	﹤0.01%	781

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Candriam SCA's NHI Position: Q2 2023 in Review

Candriam SCA sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 5,000 shares — an estimated $237K sold.

Candriam SCA first reported a position in NHI in Q3 2021 and held it in 7 quarters. The position peaked at $575K in Q4 2021. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

Candriam SCA reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
Candriam SCA sold 5,000 National Health Investors shares in Q2 2023, an estimated $237K.
Candriam SCA first reported a position in National Health Investors in Q3 2021 and held it in 7 quarters.
Candriam SCA's National Health Investors position peaked at $575K in Q4 2021.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Candriam SCA's 13F filing for Q2 2023, filed 8 Aug 2023.