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Csenge Advisory Group’s National Health Investors NHI Stock Holding History

Csenge Advisory 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
2021
Q1 		– Sell
-8,994
Closed -$622K – 512
2020
Q4 		$622K Sell
8,994
-2,682
-23% -$171K 0.07% 195
2020
Q3 		$730K Buy
+11,676
New +$721K 0.1% 166

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Csenge Advisory Group's NHI Position: Q1 2021 in Review

Csenge Advisory Group sold out of National Health Investors (NHI) in Q1 2021, closing a stake of 8,994 shares — an estimated $622K sold.

Csenge Advisory Group first reported a position in NHI in Q3 2020 and held it in 2 quarters. The position peaked at $730K in Q3 2020. 248 funds tracked by Wall St. Rank hold NHI as of Q1 2021.

  • Csenge Advisory Group reported no remaining National Health Investors position as of Q1 2021 after selling out during the quarter.
  • Csenge Advisory Group sold 8,994 National Health Investors shares in Q1 2021, an estimated $622K.
  • Csenge Advisory Group first reported a position in National Health Investors in Q3 2020 and held it in 2 quarters.
  • Csenge Advisory Group's National Health Investors position peaked at $730K in Q3 2020.
  • 248 funds tracked by Wall St. Rank held National Health Investors as of Q1 2021.

Based on Csenge Advisory Group's 13F filing for Q1 2021, filed 28 Apr 2021.