EI
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Ellevest Inc’s National Health Investors NHI Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-61
Closed -$3.15K – 1176
2023
Q1 		$3.15K Buy
+61
New +$3.33K ﹤0.01% 1340
2022
Q2 		– Sell
-68
Closed -$4K – 1580
2022
Q1 		$4K Sell
68
-120
-64% -$6.83K ﹤0.01% 1092
2021
Q4 		$11K Buy
+188
New +$10.4K ﹤0.01% 840

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ellevest Inc's NHI Position: Q2 2023 in Review

Ellevest Inc sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 61 shares — an estimated $3.15K sold.

Ellevest Inc first reported a position in NHI in Q4 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

  • Ellevest Inc reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 61 National Health Investors shares in Q2 2023, an estimated $3.15K.
  • Ellevest Inc first reported a position in National Health Investors in Q4 2021 and held it in 3 quarters.
  • Ellevest Inc's National Health Investors position peaked at $11K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.