Lee, Danner & Bass’s National Healthcare NHC Stock Holding History

Lee, Danner & Bass’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 Q4	–	Sell	-3,048	Closed	-$249K	–	179
2019 Q3	$249K	Hold	3,048	–	–	0.03%	165
2019 Q2	$247K	Hold	3,048	–	–	0.03%	162
2019 Q1	$231K	Sell	3,048 -650	-18%	-$51.6K	0.03%	162
2018 Q4	$290K	Buy	+3,698	New	+$290K	0.03%	156
2018 Q2	–	Sell	-7,224	Closed	-$431K	–	174
2018 Q1	$431K	Sell	7,224 -19	-0.3%	-$1.17K	0.04%	140
2017 Q4	$441K	Hold	7,243	–	–	0.04%	139
2017 Q3	$453K	Sell	7,243 -190	-3%	-$12.2K	0.05%	135
2017 Q2	$521K	Hold	7,433	–	–	0.06%	130
2017 Q1	$530K	Sell	7,433 -46	-0.6%	-$3.4K	0.06%	129
2016 Q4	$567K	Sell	7,479 -369	-5%	-$25.6K	0.07%	121
2016 Q3	$518K	Hold	7,848	–	–	0.06%	122
2016 Q2	$508K	Hold	7,848	–	–	0.06%	121
2016 Q1	$507K	Sell	7,848 -986	-11%	-$61.4K	0.06%	119
2015 Q4	$545K	Hold	8,834	–	–	0.07%	118
2015 Q3	$538K	Sell	8,834 -31	-0.3%	-$1.94K	0.07%	122
2015 Q2	$576K	Hold	8,865	–	–	0.07%	119
2015 Q1	$565K	Sell	8,865 -50	-0.6%	-$3.17K	0.07%	115
2014 Q4	$560K	Hold	8,915	–	–	0.07%	116
2014 Q3	$495K	Hold	8,915	–	–	0.06%	121
2014 Q2	$502K	Hold	8,915	–	–	0.06%	115
2014 Q1	$497K	Hold	8,915	–	–	0.06%	111
2013 Q4	$481K	Hold	8,915	–	–	0.06%	110
2013 Q3	$421K	Hold	8,915	–	–	0.06%	112
2013 Q2	$426K	Buy	+8,915	New	+$416K	0.06%	111

Other funds holding NHC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lee, Danner & Bass's NHC Position: Q4 2019 in Review

Lee, Danner & Bass sold out of National Healthcare (NHC) in Q4 2019, closing a stake of 3,048 shares — an estimated $249K sold.

Lee, Danner & Bass first reported a position in NHC in Q2 2013 and held it in 24 quarters. The position peaked at $576K in Q2 2015. 150 funds tracked by Wall St. Rank hold NHC as of Q4 2019.

Lee, Danner & Bass reported no remaining National Healthcare position as of Q4 2019 after selling out during the quarter.
Lee, Danner & Bass sold 3,048 National Healthcare shares in Q4 2019, an estimated $249K.
Lee, Danner & Bass first reported a position in National Healthcare in Q2 2013 and held it in 24 quarters.
Lee, Danner & Bass's National Healthcare position peaked at $576K in Q2 2015.
150 funds tracked by Wall St. Rank held National Healthcare as of Q4 2019.

Based on Lee, Danner & Bass's 13F filing for Q4 2019, filed 13 Feb 2020.