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Convergence Investment Partners’s National Health Investors NHI Stock Holding History

Convergence Investment 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
2018
Q1 		– Sell
-14,260
Closed -$1.07M – 1048
2017
Q4 		$1.07M Buy
+14,260
New +$1.11M 0.14% 237
2017
Q1 		– Sell
-19,621
Closed -$1.46M – 364
2016
Q4 		$1.46M Sell
19,621
-271
-1% -$19.9K 0.2% 207
2016
Q3 		$1.56M Buy
+19,892
New +$1.56M 0.23% 165

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Convergence Investment Partners's NHI Position: Q1 2018 in Review

Convergence Investment Partners sold out of National Health Investors (NHI) in Q1 2018, closing a stake of 14,260 shares — an estimated $1.07M sold.

Convergence Investment Partners first reported a position in NHI in Q3 2016 and held it in 3 quarters. The position peaked at $1.56M in Q3 2016. 224 funds tracked by Wall St. Rank hold NHI as of Q1 2018.

  • Convergence Investment Partners reported no remaining National Health Investors position as of Q1 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 14,260 National Health Investors shares in Q1 2018, an estimated $1.07M.
  • Convergence Investment Partners first reported a position in National Health Investors in Q3 2016 and held it in 3 quarters.
  • Convergence Investment Partners's National Health Investors position peaked at $1.56M in Q3 2016.
  • 224 funds tracked by Wall St. Rank held National Health Investors as of Q1 2018.

Based on Convergence Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.