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Lee Financial’s National Health Investors NHI Stock Holding History

Lee Financial’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
2018
Q1 		– Sell
-8,556
Closed -$645K – 763
2017
Q4 		$645K Sell
8,556
-92
-1% -$7.14K 0.19% 72
2017
Q3 		$669K Sell
8,648
-230
-3% -$18K 0.22% 75
2017
Q2 		$703K Buy
8,878
+95
+1% +$7.18K 0.26% 76
2017
Q1 		$638K Sell
8,783
-125
-1% -$9.16K 0.25% 78
2016
Q4 		$661K Buy
+8,908
New +$654K 0.37% 62

Other funds holding NHI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee Financial's NHI Position: Q1 2018 in Review

Lee Financial sold out of National Health Investors (NHI) in Q1 2018, closing a stake of 8,556 shares — an estimated $645K sold.

Lee Financial first reported a position in NHI in Q4 2016 and held it in 5 quarters. The position peaked at $703K in Q2 2017. 224 funds tracked by Wall St. Rank hold NHI as of Q1 2018.

  • Lee Financial reported no remaining National Health Investors position as of Q1 2018 after selling out during the quarter.
  • Lee Financial sold 8,556 National Health Investors shares in Q1 2018, an estimated $645K.
  • Lee Financial first reported a position in National Health Investors in Q4 2016 and held it in 5 quarters.
  • Lee Financial's National Health Investors position peaked at $703K in Q2 2017.
  • 224 funds tracked by Wall St. Rank held National Health Investors as of Q1 2018.

Based on Lee Financial's 13F filing for Q1 2018, filed 9 May 2018.