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JOYN Advisors’s National Healthcare NHC Stock Holding History

JOYN Advisors’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-267
Closed -$21K – 942
2018
Q4 		$21K Sell
267
-132
-33% -$10.3K ﹤0.01% 644
2018
Q3 		$30K Sell
399
-92
-19% -$6.77K 0.01% 549
2018
Q2 		$35K Sell
491
-127
-21% -$8.31K 0.01% 494
2018
Q1 		$37K Buy
+618
New +$37.9K 0.01% 540

Other funds holding NHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's NHC Position: Q1 2019 in Review

JOYN Advisors sold out of National Healthcare (NHC) in Q1 2019, closing a stake of 267 shares — an estimated $21K sold.

JOYN Advisors first reported a position in NHC in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q1 2018. 128 funds tracked by Wall St. Rank hold NHC as of Q1 2019.

  • JOYN Advisors reported no remaining National Healthcare position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 267 National Healthcare shares in Q1 2019, an estimated $21K.
  • JOYN Advisors first reported a position in National Healthcare in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's National Healthcare position peaked at $37K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held National Healthcare as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.