Girard Partners’s National Health Investors NHI Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-408	Closed	-$30K	–	602
2018 Q3	$30K	Buy	+408	New	+$31.2K	0.01%	530

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Girard Partners's NHI Position: Q4 2018 in Review

Girard Partners sold out of National Health Investors (NHI) in Q4 2018, closing a stake of 408 shares — an estimated $30K sold.

Girard Partners first reported a position in NHI in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 235 funds tracked by Wall St. Rank hold NHI as of Q4 2018.

Girard Partners reported no remaining National Health Investors position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 408 National Health Investors shares in Q4 2018, an estimated $30K.
Girard Partners first reported a position in National Health Investors in Q3 2018 and held it in 1 quarter.
Girard Partners's National Health Investors position peaked at $30K in Q3 2018.
235 funds tracked by Wall St. Rank held National Health Investors as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.