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

Jefferies 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
2020
Q1 		– Sell
-3,433
Closed -$280K – 2460
2019
Q4 		$280K Buy
+3,433
New +$281K ﹤0.01% 2090
2018
Q4 		– Sell
-4,025
Closed -$304K – 2413
2018
Q3 		$304K Buy
4,025
+932
+30% +$71.2K ﹤0.01% 1869
2018
Q2 		$228K Sell
3,093
-3,232
-51% -$228K ﹤0.01% 1974
2018
Q1 		$426K Sell
6,325
-7,000
-53% -$478K ﹤0.01% 1589
2017
Q4 		$1M Sell
13,325
-4,808
-27% -$373K ﹤0.01% 1365
2017
Q3 		$1.4M Buy
18,133
+7,357
+68% +$575K 0.01% 1121
2017
Q2 		$853K Buy
10,776
+601
+6% +$45.5K 0.01% 1375
2017
Q1 		$739K Buy
10,175
+7,372
+263% +$541K 0.01% 1418
2016
Q4 		$208K Buy
2,803
+1,849
+194% +$136K ﹤0.01% 1903
2016
Q3 		$75K Sell
954
-854
-47% -$67.2K ﹤0.01% 2063
2016
Q2 		$136K Sell
1,808
-1,848
-51% -$128K ﹤0.01% 1891
2016
Q1 		$243K Buy
+3,656
New +$226K ﹤0.01% 1766
2015
Q3 		– Sell
-168
Closed -$10K – 2776
2015
Q2 		$10K Sell
168
-140
-45% -$9.36K ﹤0.01% 2817
2015
Q1 		$22K Sell
308
-11,292
-97% -$815K ﹤0.01% 1975
2014
Q4 		$812K Buy
11,600
+4,218
+57% +$274K ﹤0.01% 1070
2014
Q3 		$422K Buy
+7,382
New +$458K ﹤0.01% 1410

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 $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Group's NHI Position: Q1 2020 in Review

Jefferies Group sold out of National Health Investors (NHI) in Q1 2020, closing a stake of 3,433 shares — an estimated $280K sold.

Jefferies Group first reported a position in NHI in Q3 2014 and held it in 16 quarters. The position peaked at $1.4M in Q3 2017. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2020.

  • Jefferies Group reported no remaining National Health Investors position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 3,433 National Health Investors shares in Q1 2020, an estimated $280K.
  • Jefferies Group first reported a position in National Health Investors in Q3 2014 and held it in 16 quarters.
  • Jefferies Group's National Health Investors position peaked at $1.4M in Q3 2017.
  • 245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.