CEP
NHI icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return