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HL Financial Services’s National Health Investors NHI Stock Holding History

HL Financial Services’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
Q1 		$968K Buy
12,328
+370
+3% +$29.4K 0.01% 379
2018
Q4 		$903K Buy
11,958
+250
+2% +$18.8K 0.02% 379
2018
Q3 		$885K Buy
11,708
+900
+8% +$68.7K 0.01% 404
2018
Q2 		$796K Buy
10,808
+1,313
+14% +$92.8K 0.01% 409
2018
Q1 		$639K Buy
9,495
+346
+4% +$23.6K 0.01% 453
2017
Q4 		$690K Sell
9,149
-20
-0.2% -$1.55K 0.01% 369
2017
Q3 		$709K Buy
9,169
+58
+0.6% +$4.54K 0.01% 417
2017
Q2 		$722K Buy
9,111
+2,500
+38% +$189K 0.01% 401
2017
Q1 		$480K Sell
6,611
-2,500
-27% -$183K 0.01% 462
2016
Q4 		$676K Sell
9,111
-800
-8% -$58.7K 0.01% 394
2016
Q3 		$778K Sell
9,911
-200
-2% -$15.7K 0.02% 355
2016
Q2 		$759K Hold
10,111
– – 0.02% 371
2016
Q1 		$673K Hold
10,111
– – 0.02% 373
2015
Q4 		$615K Buy
10,111
+800
+9% +$47.7K 0.02% 394
2015
Q3 		$535K Sell
9,311
-5,600
-38% -$338K 0.02% 404
2015
Q2 		$929K Buy
+14,911
New +$997K 0.02% 325

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HL Financial Services's NHI Position: Q1 2019 in Review

HL Financial Services increased its National Health Investors (NHI) stake by 3.1% in Q1 2019, buying an estimated $29.4K and bringing the position to 12,328 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #379.

HL Financial Services first reported a position in NHI in Q2 2015 and has held it in 16 quarters since. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2019.

  • HL Financial Services held 12,328 shares of National Health Investors worth $968K as of Q1 2019.
  • HL Financial Services bought 370 National Health Investors shares in Q1 2019, an estimated $29.4K.
  • National Health Investors made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #379 holding.
  • HL Financial Services first reported a position in National Health Investors in Q2 2015 and has held it in 16 quarters since.
  • 245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.