Financial Gravity Asset Management’s National Healthcare NHC Stock Holding History

Financial Gravity Asset Management’s Portfolio NHC Stock Details NHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	–	–	1844
2020 Q1	–	Sell	-25	Closed	-$86K	–	1278
2019 Q4	$86K	Hold	25	–	–	0.06%	382
2019 Q3	$2K	Buy	25 +5	+25%	+$414	﹤0.01%	912
2019 Q2	$2K	Buy	20 +4	+25%	+$309	﹤0.01%	920
2019 Q1	$1K	Buy	+16	New	+$1.27K	﹤0.01%	1148
2018 Q3	$2K	Sell	21 -3	-13%	-$221	﹤0.01%	981
2018 Q2	$2K	Sell	24 -2	-8%	-$131	﹤0.01%	1012
2018 Q1	$2K	Buy	+26	New	+$1.59K	﹤0.01%	976

Other funds holding NHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's NHC Position: Q1 2024 in Review

Financial Gravity Asset Management held its National Healthcare (NHC) position steady in Q1 2024 at 0 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Financial Gravity Asset Management first reported a position in NHC in Q1 2018 and has held it in 7 quarters since. The position peaked at $86K in Q4 2019. 170 funds tracked by Wall St. Rank hold NHC as of Q1 2024.

Financial Gravity Asset Management held 0 shares of National Healthcare worth $41 as of Q1 2024.
Financial Gravity Asset Management left its National Healthcare share count unchanged in Q1 2024.
National Healthcare made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1844 holding.
Financial Gravity Asset Management first reported a position in National Healthcare in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's National Healthcare position peaked at $86K in Q4 2019.
170 funds tracked by Wall St. Rank held National Healthcare as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.