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

Hillsdale 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
Q3 		– Sell
-7,600
Closed -$461K – 624
2020
Q2 		$461K Hold
7,600
– – 0.04% 343
2020
Q1 		$376K Buy
+7,600
New +$577K 0.05% 346
2014
Q1 		– Sell
-5,700
Closed -$320K – 566
2013
Q4 		$320K Buy
+5,700
New +$339K 0.09% 170

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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hillsdale Investment Management's NHI Position: Q3 2020 in Review

Hillsdale Investment Management sold out of National Health Investors (NHI) in Q3 2020, closing a stake of 7,600 shares — an estimated $461K sold.

Hillsdale Investment Management first reported a position in NHI in Q4 2013 and held it in 3 quarters. The position peaked at $461K in Q2 2020. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2020.

  • Hillsdale Investment Management reported no remaining National Health Investors position as of Q3 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 7,600 National Health Investors shares in Q3 2020, an estimated $461K.
  • Hillsdale Investment Management first reported a position in National Health Investors in Q4 2013 and held it in 3 quarters.
  • Hillsdale Investment Management's National Health Investors position peaked at $461K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2020.

Based on Hillsdale Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.