Ergoteles’s National Health Investors NHI Stock Holding History

Ergoteles’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 Q1	–	Sell	-10,106	Closed	-$528K	–	1596
2022 Q4	$528K	Buy	10,106 +716	+8%	+$39.2K	0.02%	682
2022 Q3	$531K	Buy	+9,390	New	+$592K	0.02%	736
2021 Q3	–	Sell	-4,987	Closed	-$334K	–	1533
2021 Q2	$334K	Buy	+4,987	New	+$348K	0.01%	1017

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ergoteles's NHI Position: Q1 2023 in Review

Ergoteles sold out of National Health Investors (NHI) in Q1 2023, closing a stake of 10,106 shares — an estimated $528K sold.

Ergoteles first reported a position in NHI in Q2 2021 and held it in 3 quarters. The position peaked at $531K in Q3 2022. 227 funds tracked by Wall St. Rank hold NHI as of Q1 2023.

Ergoteles reported no remaining National Health Investors position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 10,106 National Health Investors shares in Q1 2023, an estimated $528K.
Ergoteles first reported a position in National Health Investors in Q2 2021 and held it in 3 quarters.
Ergoteles's National Health Investors position peaked at $531K in Q3 2022.
227 funds tracked by Wall St. Rank held National Health Investors as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.