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Jaffetilchin Investment Partners’s National Health Investors NHI Stock Holding History

Jaffetilchin Investment 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
2019
Q4 		– Sell
-5,792
Closed -$477K – 242
2019
Q3 		$477K Sell
5,792
-156
-3% -$12.7K 0.11% 118
2019
Q2 		$464K Sell
5,948
-2,846
-32% -$221K 0.11% 136
2019
Q1 		$691K Buy
+8,794
New +$699K 0.15% 114
2017
Q4 		– Sell
-3,883
Closed -$300K – 274
2017
Q3 		$300K Buy
+3,883
New +$304K 0.07% 234

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jaffetilchin Investment Partners's NHI Position: Q4 2019 in Review

Jaffetilchin Investment Partners sold out of National Health Investors (NHI) in Q4 2019, closing a stake of 5,792 shares — an estimated $477K sold.

Jaffetilchin Investment Partners first reported a position in NHI in Q3 2017 and held it in 4 quarters. The position peaked at $691K in Q1 2019. 272 funds tracked by Wall St. Rank hold NHI as of Q4 2019.

  • Jaffetilchin Investment Partners reported no remaining National Health Investors position as of Q4 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5,792 National Health Investors shares in Q4 2019, an estimated $477K.
  • Jaffetilchin Investment Partners first reported a position in National Health Investors in Q3 2017 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's National Health Investors position peaked at $691K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held National Health Investors as of Q4 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2019, filed 28 Jan 2020.