Human Investing’s National Bank Holdings NBHC Stock Holding History

Human Investing’s Portfolio NBHC Stock Details NBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,803	Closed	-$623K	–	105
2022 Q4	$623K	Sell	14,803 -3,288	-18%	-$142K	0.16%	64
2022 Q3	$669K	Sell	18,091 -871	-5%	-$35K	0.17%	72
2022 Q2	$726K	Sell	18,962 -2,411	-11%	-$93.8K	0.18%	76
2022 Q1	$861K	Sell	21,373 -7,473	-26%	-$332K	0.19%	76
2021 Q4	$1.27M	Sell	28,846 -181	-0.6%	-$7.88K	0.3%	49
2021 Q3	$1.18M	Sell	29,027 -286	-1%	-$10.5K	0.28%	59
2021 Q2	$1.11M	Sell	29,313 -267	-0.9%	-$10.6K	0.27%	69
2021 Q1	$1.17M	Buy	+29,580	New	+$1.11M	0.3%	56

Other funds holding NBHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Human Investing's NBHC Position: Q1 2023 in Review

Human Investing sold out of National Bank Holdings (NBHC) in Q1 2023, closing a stake of 14,803 shares — an estimated $623K sold.

Human Investing first reported a position in NBHC in Q1 2021 and held it in 8 quarters. The position peaked at $1.27M in Q4 2021. 145 funds tracked by Wall St. Rank hold NBHC as of Q1 2023.

Human Investing reported no remaining National Bank Holdings position as of Q1 2023 after selling out during the quarter.
Human Investing sold 14,803 National Bank Holdings shares in Q1 2023, an estimated $623K.
Human Investing first reported a position in National Bank Holdings in Q1 2021 and held it in 8 quarters.
Human Investing's National Bank Holdings position peaked at $1.27M in Q4 2021.
145 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2023.

Based on Human Investing's 13F filing for Q1 2023, filed 10 May 2023.