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FormulaFolio Investments’s National Health Investors NHI Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-3,248
Closed -$225K – 683
2020
Q4 		$225K Buy
+3,248
New +$206K ﹤0.01% 601

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FormulaFolio Investments's NHI Position: Q1 2021 in Review

FormulaFolio Investments sold out of National Health Investors (NHI) in Q1 2021, closing a stake of 3,248 shares — an estimated $225K sold.

FormulaFolio Investments first reported a position in NHI in Q4 2020 and held it in 1 quarter. The position peaked at $225K in Q4 2020. 248 funds tracked by Wall St. Rank hold NHI as of Q1 2021.

  • FormulaFolio Investments reported no remaining National Health Investors position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,248 National Health Investors shares in Q1 2021, an estimated $225K.
  • FormulaFolio Investments first reported a position in National Health Investors in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's National Health Investors position peaked at $225K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held National Health Investors as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.