MGO One Seven’s National Health Investors NHI Stock Holding History

MGO One Seven’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
2024 Q4	–	Sell	-2,545	Closed	-$214K	–	1113
2024 Q3	$214K	Buy	+2,545	New	+$196K	0.01%	919
2024 Q1	–	Sell	-4,075	Closed	-$228K	–	950
2023 Q4	$228K	Sell	4,075 -1,050	-20%	-$55.6K	0.01%	799
2023 Q3	$263K	Sell	5,125 -950	-16%	-$49.7K	0.02%	679
2023 Q2	$318K	Sell	6,075 -150	-2%	-$7.73K	0.03%	575
2023 Q1	$321K	Sell	6,225 -225	-3%	-$12.3K	0.02%	652
2022 Q4	$337K	Hold	6,450	–	–	0.03%	516
2022 Q3	$364K	Hold	6,450	–	–	0.01%	482
2022 Q2	$391K	Hold	6,450	–	–	0.05%	394
2022 Q1	$381K	Sell	6,450 -9	-0.1%	-$512	0.04%	445
2021 Q4	$371K	Buy	6,459 +300	+5%	+$16.6K	0.04%	439
2021 Q3	$331K	Buy	6,159 +1,400	+29%	+$87.5K	0.04%	424
2021 Q2	$319K	Buy	+4,759	New	+$332K	0.04%	430

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MGO One Seven's NHI Position: Q4 2024 in Review

MGO One Seven sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 2,545 shares — an estimated $214K sold.

MGO One Seven first reported a position in NHI in Q2 2021 and held it in 12 quarters. The position peaked at $391K in Q2 2022. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

MGO One Seven reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
MGO One Seven sold 2,545 National Health Investors shares in Q4 2024, an estimated $214K.
MGO One Seven first reported a position in National Health Investors in Q2 2021 and held it in 12 quarters.
MGO One Seven's National Health Investors position peaked at $391K in Q2 2022.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.