Financial Gravity Asset Management’s National Health Investors NHI Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	–	Sell	-2	Closed	-$164	–	417
2019 Q3	$0	Sell	2 -29	-94%	-$2.36K	﹤0.01%	1435
2019 Q2	$2K	Sell	31 -77	-71%	-$5.98K	﹤0.01%	919
2019 Q1	$8K	Buy	+108	New	+$8.58K	0.01%	599
2018 Q3	$4K	Sell	57 -4	-7%	-$305	﹤0.01%	785
2018 Q2	$5K	Sell	61 -518	-89%	-$36.6K	﹤0.01%	764
2018 Q1	$40K	Buy	+579	New	+$39.6K	0.04%	371

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Asset Management's NHI Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of National Health Investors (NHI) in Q4 2019, closing a stake of 2 shares — an estimated $164 sold.

Financial Gravity Asset Management first reported a position in NHI in Q1 2018 and held it in 6 quarters. The position peaked at $40K in Q1 2018. 272 funds tracked by Wall St. Rank hold NHI as of Q4 2019.

Financial Gravity Asset Management reported no remaining National Health Investors position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 2 National Health Investors shares in Q4 2019, an estimated $164.
Financial Gravity Asset Management first reported a position in National Health Investors in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's National Health Investors position peaked at $40K in Q1 2018.
272 funds tracked by Wall St. Rank held National Health Investors as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.