Edmond de Rothschild Holding’s National Health Investors NHI Stock Holding History

Edmond de Rothschild Holding’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 Q4	–	Sell	-390	Closed	-$21K	–	879
2021 Q3	$21K	Hold	390	–	–	﹤0.01%	747
2021 Q2	$26K	Hold	390	–	–	﹤0.01%	711
2021 Q1	$28K	Buy	+390	New	+$27.2K	﹤0.01%	653
2020 Q4	–	Sell	-390	Closed	-$24K	–	663
2020 Q3	$24K	Buy	+390	New	+$24.1K	﹤0.01%	551

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 $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Edmond de Rothschild Holding's NHI Position: Q4 2021 in Review

Edmond de Rothschild Holding sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 390 shares — an estimated $21K sold.

Edmond de Rothschild Holding first reported a position in NHI in Q3 2020 and held it in 4 quarters. The position peaked at $28K in Q1 2021. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

Edmond de Rothschild Holding reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
Edmond de Rothschild Holding sold 390 National Health Investors shares in Q4 2021, an estimated $21K.
Edmond de Rothschild Holding first reported a position in National Health Investors in Q3 2020 and held it in 4 quarters.
Edmond de Rothschild Holding's National Health Investors position peaked at $28K in Q1 2021.
228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2021, filed 10 Feb 2022.