Clark Capital Management Group’s National Health Investors NHI Stock Holding History

Clark Capital Management Group’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
2024 Q4	–	Sell	-37,395	Closed	-$3.14M	–	445
2024 Q3	$3.14M	Buy	37,395 +4,434	+13%	+$342K	0.02%	220
2024 Q2	$2.23M	Buy	+32,961	New	+$2.11M	0.02%	231
2020 Q4	–	Sell	-230,059	Closed	-$13.9M	–	355
2020 Q3	$13.9M	Buy	230,059 +203,212	+757%	+$12.5M	0.26%	147
2020 Q2	$1.63M	Buy	26,847 +798	+3%	+$43.8K	0.03%	210
2020 Q1	$1.29M	Buy	+26,049	New	+$1.98M	0.03%	196

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clark Capital Management Group's NHI Position: Q4 2024 in Review

Clark Capital Management Group sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 37,395 shares — an estimated $3.14M sold.

Clark Capital Management Group first reported a position in NHI in Q1 2020 and held it in 5 quarters. The position peaked at $13.9M in Q3 2020. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

Clark Capital Management Group reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
Clark Capital Management Group sold 37,395 National Health Investors shares in Q4 2024, an estimated $3.14M.
Clark Capital Management Group first reported a position in National Health Investors in Q1 2020 and held it in 5 quarters.
Clark Capital Management Group's National Health Investors position peaked at $13.9M in Q3 2020.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Clark Capital Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.