First Personal Financial Services’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $195K | Hold |
2,325
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $157K | Hold |
2,325
| – | – | 0.04% | 131 |
|
|
2024
Q1 | $146K | Hold |
2,325
| – | – | 0.03% | 134 |
|
|
2023
Q4 | $130K | Hold |
2,325
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $119K | Hold |
2,325
| – | – | 0.03% | 138 |
|
|
2023
Q2 | $122K | Hold |
2,325
| – | – | 0.03% | 140 |
|
|
2023
Q1 | $120K | Hold |
2,325
| – | – | 0.03% | 140 |
|
|
2022
Q4 | $121K | Hold |
2,325
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $131K | Hold |
2,325
| – | – | 0.04% | 129 |
|
|
2022
Q2 | $141K | Hold |
2,325
| – | – | 0.04% | 120 |
|
|
2022
Q1 | $137K | Sell |
2,325
-640
| -22% | -$36.4K | 0.03% | 133 |
|
|
2021
Q4 | $170K | Hold |
2,965
| – | – | 0.04% | 122 |
|
|
2021
Q3 | $159K | Hold |
2,965
| – | – | 0.04% | 128 |
|
|
2021
Q2 | $199K | Hold |
2,965
| – | – | 0.05% | 118 |
|
|
2021
Q1 | $214K | Sell |
2,965
-250
| -8% | -$17.4K | 0.06% | 116 |
|
|
2020
Q4 | $222K | Hold |
3,215
| – | – | 0.06% | 109 |
|
|
2020
Q3 | $194K | Sell |
3,215
-300
| -9% | -$18.5K | 0.06% | 112 |
|
|
2020
Q2 | $213K | Sell |
3,515
-290
| -8% | -$15.9K | 0.07% | 110 |
|
|
2020
Q1 | $188K | Sell |
3,805
-864
| -19% | -$65.6K | 0.07% | 109 |
|
|
2019
Q4 | $380K | Sell |
4,669
-252
| -5% | -$20.6K | 0.12% | 94 |
|
|
2019
Q3 | $405K | Buy |
+4,921
| New | +$400K | 0.13% | 96 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 126 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 123 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 122 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 123 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 125 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 151 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 154 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 138 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 136 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 124 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 119 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 108 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 106 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 86 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 88 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 86 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 86 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 82 |
|
Other funds holding NHI
LIMS
First Personal Financial Services's NHI Position: Q3 2024 in Review
First Personal Financial Services held its National Health Investors (NHI) position steady in Q3 2024 at 2,325 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #123.
First Personal Financial Services first reported a position in NHI in Q3 2019 and has held it in 21 quarters since. The position peaked at $405K in Q3 2019. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.
- First Personal Financial Services held 2,325 shares of National Health Investors worth $195K as of Q3 2024.
- First Personal Financial Services left its National Health Investors share count unchanged in Q3 2024.
- National Health Investors made up 0.04% of First Personal Financial Services's portfolio in Q3 2024, its #123 holding.
- First Personal Financial Services first reported a position in National Health Investors in Q3 2019 and has held it in 21 quarters since.
- First Personal Financial Services's National Health Investors position peaked at $405K in Q3 2019.
- 283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.