Jupiter Investment Management’s National Health Investors NHI Stock Holding History

Jupiter Investment Management’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 Q2	$272K	Hold	4,483	–	–	﹤0.01%	360
2020 Q1	$221K	Buy	+4,483	New	+$340K	﹤0.01%	340
2018 Q3	–	Sell	-62,799	Closed	-$4.63M	–	422
2018 Q2	$4.63M	Buy	62,799 +13,131	+26%	+$928K	0.03%	209
2018 Q1	$3.34M	Buy	49,668 +34,712	+232%	+$2.37M	0.03%	214
2017 Q4	$1.13M	Buy	+14,956	New	+$1.16M	0.01%	246

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jupiter Investment Management's NHI Position: Q2 2020 in Review

Jupiter Investment Management held its National Health Investors (NHI) position steady in Q2 2020 at 4,483 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Jupiter Investment Management first reported a position in NHI in Q4 2017 and has held it in 5 quarters since. The position peaked at $4.63M in Q2 2018. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

Jupiter Investment Management held 4,483 shares of National Health Investors worth $272K as of Q2 2020.
Jupiter Investment Management left its National Health Investors share count unchanged in Q2 2020.
National Health Investors made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #360 holding.
Jupiter Investment Management first reported a position in National Health Investors in Q4 2017 and has held it in 5 quarters since.
Jupiter Investment Management's National Health Investors position peaked at $4.63M in Q2 2018.
237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.