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Fulcrum Equity Management’s National Health Investors NHI Stock Holding History

Fulcrum Equity 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
-27
Closed -$2K – 185
2019
Q3 		$2K Buy
+27
New +$2.2K ﹤0.01% 216

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fulcrum Equity Management's NHI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of National Health Investors (NHI) in Q4 2019, closing a stake of 27 shares — an estimated $2K sold.

Fulcrum Equity Management first reported a position in NHI in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 272 funds tracked by Wall St. Rank hold NHI as of Q4 2019.

  • Fulcrum Equity Management reported no remaining National Health Investors position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 27 National Health Investors shares in Q4 2019, an estimated $2K.
  • Fulcrum Equity Management first reported a position in National Health Investors in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's National Health Investors position peaked at $2K in Q3 2019.
  • 272 funds tracked by Wall St. Rank held National Health Investors as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.