Carroll Financial Associates’s National Health Investors NHI Stock Holding History

Carroll Financial Associates’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 Q4	$113K	Hold	2,000	–	–	0.01%	506
2021 Q3	$107K	Hold	2,000	–	–	0.01%	526
2021 Q2	$134K	Sell	2,000 -2	-0.1%	-$139	0.01%	510
2021 Q1	$144K	Buy	2,002 +2	+0.1%	+$140	0.01%	477
2020 Q4	$138K	Sell	2,000 -13	-0.6%	-$826	0.01%	452
2020 Q3	$121K	Hold	2,013	–	–	0.01%	439
2020 Q2	$122K	Hold	2,013	–	–	0.01%	435
2020 Q1	$99K	Hold	2,013	–	–	0.01%	424
2019 Q4	$164K	Hold	2,013	–	–	0.01%	404
2019 Q3	$165K	Hold	2,013	–	–	0.01%	401
2019 Q2	$157K	Buy	2,013 +13	+0.7%	+$1.01K	0.01%	395
2019 Q1	$157K	Hold	2,000	–	–	0.01%	361
2018 Q4	$153K	Sell	2,000 -180	-8%	-$13.6K	0.02%	303
2018 Q3	$164K	Hold	2,180	–	–	0.02%	313
2018 Q2	$160K	Buy	2,180 +180	+9%	+$12.7K	0.02%	308
2018 Q1	$134K	Hold	2,000	–	–	0.01%	331
2017 Q4	$150K	Hold	2,000	–	–	0.02%	310
2017 Q3	$155K	Hold	2,000	–	–	0.02%	303
2017 Q2	$158K	Buy	+2,000	New	+$151K	0.02%	300

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's NHI Position: Q4 2021 in Review

Carroll Financial Associates held its National Health Investors (NHI) position steady in Q4 2021 at 2,000 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #506.

Carroll Financial Associates first reported a position in NHI in Q2 2017 and has held it in 19 quarters since. The position peaked at $165K in Q3 2019. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

Carroll Financial Associates held 2,000 shares of National Health Investors worth $113K as of Q4 2021.
Carroll Financial Associates left its National Health Investors share count unchanged in Q4 2021.
National Health Investors made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #506 holding.
Carroll Financial Associates first reported a position in National Health Investors in Q2 2017 and has held it in 19 quarters since.
Carroll Financial Associates's National Health Investors position peaked at $165K in Q3 2019.
228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.