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Interchange Capital Partners’s National Health Investors NHI Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-218
Closed -$15K – 796
2020
Q4 		$15K Buy
+218
New +$13.9K 0.01% 711

Other funds holding NHI

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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 $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Interchange Capital Partners's NHI Position: Q1 2021 in Review

Interchange Capital Partners sold out of National Health Investors (NHI) in Q1 2021, closing a stake of 218 shares — an estimated $15K sold.

Interchange Capital Partners first reported a position in NHI in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 248 funds tracked by Wall St. Rank hold NHI as of Q1 2021.

  • Interchange Capital Partners reported no remaining National Health Investors position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 218 National Health Investors shares in Q1 2021, an estimated $15K.
  • Interchange Capital Partners first reported a position in National Health Investors in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's National Health Investors position peaked at $15K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held National Health Investors as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.