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HM Payson & Co’s National Health Investors NHI Stock Holding History

HM Payson & Co’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
2022
Q3 		– Sell
-350
Closed -$21K – 1054
2022
Q2 		$21K Hold
350
– – ﹤0.01% 707
2022
Q1 		$21K Buy
+350
New +$19.9K ﹤0.01% 739

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HM Payson & Co's NHI Position: Q3 2022 in Review

HM Payson & Co sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 350 shares — an estimated $21K sold.

HM Payson & Co first reported a position in NHI in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q2 2022. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • HM Payson & Co reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 350 National Health Investors shares in Q3 2022, an estimated $21K.
  • HM Payson & Co first reported a position in National Health Investors in Q1 2022 and held it in 2 quarters.
  • HM Payson & Co's National Health Investors position peaked at $21K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.