Chicago Equity Partners’s National Health Investors NHI Stock Holding History

Chicago Equity Partners’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
2020 Q1	–	Sell	-10,805	Closed	-$880K	–	800
2019 Q4	$880K	Sell	10,805 -8,330	-44%	-$682K	0.05%	492
2019 Q3	$1.58M	Sell	19,135 -2,675	-12%	-$218K	0.08%	378
2019 Q2	$1.7M	Hold	21,810	–	–	0.08%	372
2019 Q1	$1.71M	Buy	21,810 +20	+0.1%	+$1.59K	0.07%	383
2018 Q4	$1.65M	Buy	+21,790	New	+$1.64M	0.07%	380
2018 Q2	–	Sell	-9,815	Closed	-$660K	–	866
2018 Q1	$660K	Buy	9,815 +2,080	+27%	+$142K	0.02%	563
2017 Q4	$583K	Sell	7,735 -105	-1%	-$8.15K	0.02%	591
2017 Q3	$606K	Buy	+7,840	New	+$613K	0.02%	596

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 $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Chicago Equity Partners's NHI Position: Q1 2020 in Review

Chicago Equity Partners sold out of National Health Investors (NHI) in Q1 2020, closing a stake of 10,805 shares — an estimated $880K sold.

Chicago Equity Partners first reported a position in NHI in Q3 2017 and held it in 8 quarters. The position peaked at $1.71M in Q1 2019. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2020.

Chicago Equity Partners reported no remaining National Health Investors position as of Q1 2020 after selling out during the quarter.
Chicago Equity Partners sold 10,805 National Health Investors shares in Q1 2020, an estimated $880K.
Chicago Equity Partners first reported a position in National Health Investors in Q3 2017 and held it in 8 quarters.
Chicago Equity Partners's National Health Investors position peaked at $1.71M in Q1 2019.
245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.