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Freedom Investment Management’s National Health Investors NHI Stock Holding History

Freedom Investment 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
2020
Q4 		– Sell
-4,996
Closed -$301K – 642
2020
Q3 		$301K Sell
4,996
-414
-8% -$25.6K 0.03% 406
2020
Q2 		$329K Sell
5,410
-279
-5% -$15.3K 0.04% 379
2020
Q1 		$493K Buy
5,689
+107
+2% +$8.12K 0.04% 348
2019
Q4 		$455K Sell
5,582
-541
-9% -$44.3K 0.04% 368
2019
Q3 		$504K Sell
6,123
-688
-10% -$56K 0.04% 357
2019
Q2 		$531K Sell
6,811
-741
-10% -$57.6K 0.04% 350
2019
Q1 		$593K Buy
7,552
+1,002
+15% +$79.6K 0.05% 345
2018
Q4 		$495K Sell
6,550
-579
-8% -$43.6K 0.04% 428
2018
Q3 		$555K Buy
7,129
+223
+3% +$17K 0.03% 487
2018
Q2 		$509K Sell
6,906
-1,659
-19% -$117K 0.03% 547
2018
Q1 		$576K Buy
8,565
+515
+6% +$35.2K 0.03% 571
2017
Q4 		$607K Buy
8,050
+698
+9% +$54.2K 0.03% 543
2017
Q3 		$568K Sell
7,352
-88
-1% -$6.88K 0.03% 533
2017
Q2 		$589K Buy
7,440
+470
+7% +$35.5K 0.03% 502
2017
Q1 		$506K Sell
6,970
-1,008
-13% -$73.9K 0.03% 539
2016
Q4 		$592K Sell
7,978
-1,284
-14% -$94.3K 0.04% 430
2016
Q3 		$727K Sell
9,262
-2,491
-21% -$196K 0.05% 345
2016
Q2 		$883K Buy
11,753
+3,835
+48% +$266K 0.06% 247
2016
Q1 		$527K Sell
7,918
-1,230
-13% -$76K 0.04% 383
2015
Q4 		$557K Sell
9,148
-37,083
-80% -$2.21M 0.04% 370
2015
Q3 		$405K Buy
46,231
+39,836
+623% +$2.41M 0.04% 378
2015
Q2 		$398K Buy
6,395
+2,067
+48% +$138K 0.04% 408
2015
Q1 		$307K Buy
+4,328
New +$312K 0.03% 468

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management's NHI Position: Q4 2020 in Review

Freedom Investment Management sold out of National Health Investors (NHI) in Q4 2020, closing a stake of 4,996 shares — an estimated $301K sold.

Freedom Investment Management first reported a position in NHI in Q1 2015 and held it in 23 quarters. The position peaked at $883K in Q2 2016. 244 funds tracked by Wall St. Rank hold NHI as of Q4 2020.

  • Freedom Investment Management reported no remaining National Health Investors position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 4,996 National Health Investors shares in Q4 2020, an estimated $301K.
  • Freedom Investment Management first reported a position in National Health Investors in Q1 2015 and held it in 23 quarters.
  • Freedom Investment Management's National Health Investors position peaked at $883K in Q2 2016.
  • 244 funds tracked by Wall St. Rank held National Health Investors as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.