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Matthew Hamilton Rosenberg’s National Health Investors NHI Stock Holding History

Matthew Hamilton Rosenberg’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
2022
Q3 		– Sell
-89
Closed -$5K – 865
2022
Q2 		$5K Hold
89
– – ﹤0.01% 697
2022
Q1 		$5K Hold
89
– – ﹤0.01% 677
2021
Q4 		$5K Hold
89
– – ﹤0.01% 649
2021
Q3 		$5K Buy
+89
New +$5.56K ﹤0.01% 629

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Matthew Hamilton Rosenberg's NHI Position: Q3 2022 in Review

Matthew Hamilton Rosenberg sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 89 shares — an estimated $5K sold.

Matthew Hamilton Rosenberg first reported a position in NHI in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • Matthew Hamilton Rosenberg reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 89 National Health Investors shares in Q3 2022, an estimated $5K.
  • Matthew Hamilton Rosenberg first reported a position in National Health Investors in Q3 2021 and held it in 4 quarters.
  • Matthew Hamilton Rosenberg's National Health Investors position peaked at $5K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2022, filed 21 Oct 2022.