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Jacobi Capital Management’s National Health Investors NHI Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-1,944
Closed -$104K – 991
2021
Q3 		$104K Buy
1,944
+26
+1% +$1.63K 0.01% 508
2021
Q2 		$129K Buy
1,918
+29
+2% +$2.02K 0.02% 442
2021
Q1 		$137K Buy
1,889
+31
+2% +$2.16K 0.02% 399
2020
Q4 		$128K Buy
1,858
+35
+2% +$2.23K 0.02% 375
2020
Q3 		$110K Buy
1,823
+31
+2% +$1.91K 0.02% 375
2020
Q2 		$109K Buy
1,792
+38
+2% +$2.09K 0.02% 355
2020
Q1 		$87K Buy
1,754
+22
+1% +$1.67K 0.02% 344
2019
Q4 		$141K Buy
1,732
+22
+1% +$1.8K 0.03% 326
2019
Q3 		$141K Buy
1,710
+22
+1% +$1.79K 0.03% 314
2019
Q2 		$132K Buy
1,688
+23
+1% +$1.79K 0.03% 318
2019
Q1 		$131K Buy
1,665
+20
+1% +$1.59K 0.03% 277
2018
Q4 		$124K Buy
1,645
+21
+1% +$1.58K 0.03% 274
2018
Q3 		$123K Buy
1,624
+21
+1% +$1.6K 0.03% 290
2018
Q2 		$118K Sell
1,603
-249
-13% -$17.6K 0.03% 288
2018
Q1 		$122K Buy
1,852
+25
+1% +$1.71K 0.04% 266
2017
Q4 		$135K Hold
1,827
– – 0.04% 218
2017
Q3 		$142K Buy
1,827
+1,192
+188% +$93.2K 0.05% 190
2017
Q2 		$49K Buy
+635
New +$48K 0.02% 308

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobi Capital Management's NHI Position: Q4 2021 in Review

Jacobi Capital Management sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 1,944 shares — an estimated $104K sold.

Jacobi Capital Management first reported a position in NHI in Q2 2017 and held it in 18 quarters. The position peaked at $142K in Q3 2017. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

  • Jacobi Capital Management reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 1,944 National Health Investors shares in Q4 2021, an estimated $104K.
  • Jacobi Capital Management first reported a position in National Health Investors in Q2 2017 and held it in 18 quarters.
  • Jacobi Capital Management's National Health Investors position peaked at $142K in Q3 2017.
  • 228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.