Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s National Health Investors NHI Stock Holding History

Mitsubishi UFJ Trust & Banking’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
Q2 		– Sell
-581
Closed -$30K – 1175
2023
Q1 		$30K Hold
581
– – ﹤0.01% 1116
2022
Q4 		$30.3K Sell
581
-807
-58% -$44.2K ﹤0.01% 1122
2022
Q3 		$78K Hold
1,388
– – ﹤0.01% 1087
2022
Q2 		$84K Buy
1,388
+585
+73% +$33.3K ﹤0.01% 1122
2022
Q1 		$47K Sell
803
-200
-20% -$11.4K ﹤0.01% 1290
2021
Q4 		$57K Buy
1,003
+701
+232% +$38.8K ﹤0.01% 1317
2021
Q3 		$16K Hold
302
– – ﹤0.01% 1347
2021
Q2 		$20K Buy
+302
New +$21.1K ﹤0.01% 1336

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State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's NHI Position: Q2 2023 in Review

Mitsubishi UFJ Trust & Banking sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 581 shares — an estimated $30K sold.

Mitsubishi UFJ Trust & Banking first reported a position in NHI in Q2 2021 and held it in 8 quarters. The position peaked at $84K in Q2 2022. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

  • Mitsubishi UFJ Trust & Banking reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 581 National Health Investors shares in Q2 2023, an estimated $30K.
  • Mitsubishi UFJ Trust & Banking first reported a position in National Health Investors in Q2 2021 and held it in 8 quarters.
  • Mitsubishi UFJ Trust & Banking's National Health Investors position peaked at $84K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2023, filed 8 Aug 2023.