Enterprise Financial Services Corp (EFSC)’s National Health Investors NHI Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2020 Q2	–	Sell	-210	Closed	-$10K	–	1332
2020 Q1	$10K	Buy	+210	New	+$15.9K	﹤0.01%	645
2019 Q3	–	Sell	-79	Closed	-$6K	–	1167
2019 Q2	$6K	Sell	79 -59	-43%	-$4.58K	﹤0.01%	860
2019 Q1	$11K	Hold	138	–	–	﹤0.01%	729
2018 Q4	$10K	Hold	138	–	–	0.01%	526
2018 Q3	$10K	Hold	138	–	–	0.01%	595
2018 Q2	$10K	Buy	+138	New	+$9.75K	0.01%	593

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s NHI Position: Q2 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 210 shares — an estimated $10K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in NHI in Q2 2018 and held it in 6 quarters. The position peaked at $11K in Q1 2019. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 210 National Health Investors shares in Q2 2020, an estimated $10K.
Enterprise Financial Services Corp (EFSC) first reported a position in National Health Investors in Q2 2018 and held it in 6 quarters.
Enterprise Financial Services Corp (EFSC)'s National Health Investors position peaked at $11K in Q1 2019.
237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2020, filed 4 Aug 2020.