MassMutual Private Wealth & Trust’s National Health Investors NHI Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q4	–	Sell	-10	Closed	-$514	–	2043
2023 Q3	$514	Hold	10	–	–	﹤0.01%	1817
2023 Q2	$524	Buy	+10	New	+$515	﹤0.01%	1772
2023 Q1	–	Sell	-39	Closed	-$2.13K	–	1861
2022 Q4	$2K	Sell	39 -2	-5%	-$110	﹤0.01%	1291
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	1250
2022 Q2	$2K	Sell	41 -3	-7%	-$171	﹤0.01%	1169
2022 Q1	$3K	Sell	44 -5	-10%	-$285	﹤0.01%	1071
2021 Q4	$3K	Buy	+49	New	+$2.71K	﹤0.01%	1014
2019 Q4	–	Sell	-275	Closed	-$23K	–	856
2019 Q3	$23K	Hold	275	–	–	﹤0.01%	500
2019 Q2	$21K	Sell	275 -253	-48%	-$19.7K	﹤0.01%	492
2019 Q1	$41.5K	Hold	528	–	–	﹤0.01%	441
2018 Q4	$39.9K	Hold	528	–	–	﹤0.01%	430
2018 Q3	$39.9K	Buy	+528	New	+$40.3K	﹤0.01%	445

Other funds holding NHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's NHI Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of National Health Investors (NHI) in Q4 2023, closing a stake of 10 shares — an estimated $514 sold.

MassMutual Private Wealth & Trust first reported a position in NHI in Q3 2018 and held it in 12 quarters. The position peaked at $41.5K in Q1 2019. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

MassMutual Private Wealth & Trust reported no remaining National Health Investors position as of Q4 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 10 National Health Investors shares in Q4 2023, an estimated $514.
MassMutual Private Wealth & Trust first reported a position in National Health Investors in Q3 2018 and held it in 12 quarters.
MassMutual Private Wealth & Trust's National Health Investors position peaked at $41.5K in Q1 2019.
211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.