LPL Financial’s National Healthcare NHC Stock Holding History

LPL Financial’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
2024 Q1	–	Sell	-2,165	Closed	-$200K	–	4990
2023 Q4	$200K	Buy	+2,165	New	+$166K	﹤0.01%	4392

Other funds holding NHC

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's NHC Position: Q1 2024 in Review

LPL Financial sold out of National Healthcare (NHC) in Q1 2024, closing a stake of 2,165 shares — an estimated $200K sold.

LPL Financial first reported a position in NHC in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 170 funds tracked by Wall St. Rank hold NHC as of Q1 2024.

LPL Financial reported no remaining National Healthcare position as of Q1 2024 after selling out during the quarter.
LPL Financial sold 2,165 National Healthcare shares in Q1 2024, an estimated $200K.
LPL Financial first reported a position in National Healthcare in Q4 2023 and held it in 1 quarter.
LPL Financial's National Healthcare position peaked at $200K in Q4 2023.
170 funds tracked by Wall St. Rank held National Healthcare as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.