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GoalVest Advisory’s National Health Investors NHI Stock Holding History

GoalVest Advisory’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
2024
Q1 		– Sell
-672
Closed -$37.5K – 449
2023
Q4 		$37.5K Sell
672
-17,349
-96% -$919K 0.02% 164
2023
Q3 		$926K Buy
18,021
+634
+4% +$33.2K 0.46% 39
2023
Q2 		$911K Sell
17,387
-5,812
-25% -$300K 0.47% 37
2023
Q1 		$1.2M Buy
23,199
+2,550
+12% +$139K 0.7% 35
2022
Q4 		$1.08M Buy
20,649
+2,367
+13% +$130K 0.7% 38
2022
Q3 		$1.03M Buy
18,282
+1,744
+11% +$110K 0.72% 35
2022
Q2 		$1M Buy
+16,538
New +$941K 0.63% 46

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GoalVest Advisory's NHI Position: Q1 2024 in Review

GoalVest Advisory sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 672 shares — an estimated $37.5K sold.

GoalVest Advisory first reported a position in NHI in Q2 2022 and held it in 7 quarters. The position peaked at $1.2M in Q1 2023. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

  • GoalVest Advisory reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 672 National Health Investors shares in Q1 2024, an estimated $37.5K.
  • GoalVest Advisory first reported a position in National Health Investors in Q2 2022 and held it in 7 quarters.
  • GoalVest Advisory's National Health Investors position peaked at $1.2M in Q1 2023.
  • 221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.