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Jefferies Financial Group’s National Health Investors NHI Stock Holding History

Jefferies Financial Group’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
2023
Q3 		– Sell
-3,836
Closed -$201K – 1861
2023
Q2 		$201K Buy
+3,836
New +$198K ﹤0.01% 1433

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Financial Group's NHI Position: Q3 2023 in Review

Jefferies Financial Group sold out of National Health Investors (NHI) in Q3 2023, closing a stake of 3,836 shares — an estimated $201K sold.

Jefferies Financial Group first reported a position in NHI in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 209 funds tracked by Wall St. Rank hold NHI as of Q3 2023.

  • Jefferies Financial Group reported no remaining National Health Investors position as of Q3 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 3,836 National Health Investors shares in Q3 2023, an estimated $201K.
  • Jefferies Financial Group first reported a position in National Health Investors in Q2 2023 and held it in 1 quarter.
  • Jefferies Financial Group's National Health Investors position peaked at $201K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held National Health Investors as of Q3 2023.

Based on Jefferies Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.