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
2016 Q4	–	Sell	-8,700	Closed	-$683K	–	2382
2016 Q3	$683K	Buy	8,700 +200	+2%	+$15.7K	﹤0.01%	1473
2016 Q2	$638K	Buy	+8,500	New	+$590K	﹤0.01%	1321
2015 Q2	–	Sell	-5,000	Closed	-$355K	–	3435
2015 Q1	$355K	Sell	5,000 -6,600	-57%	-$476K	﹤0.01%	1526
2014 Q4	$812K	Buy	+11,600	New	+$754K	﹤0.01%	1069

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.