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Money Concepts Capital’s National Health Investors NHI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,200
Closed -$62.7K – 2022
2022
Q4 		$62.7K Hold
1,200
– – ﹤0.01% 1165
2022
Q3 		$68K Sell
1,200
-300
-20% -$18.9K ﹤0.01% 653
2022
Q2 		$92K Hold
1,500
– – 0.01% 583
2022
Q1 		$89K Buy
+1,500
New +$85.4K 0.01% 1030

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Money Concepts Capital's NHI Position: Q1 2023 in Review

Money Concepts Capital sold out of National Health Investors (NHI) in Q1 2023, closing a stake of 1,200 shares — an estimated $62.7K sold.

Money Concepts Capital first reported a position in NHI in Q1 2022 and held it in 4 quarters. The position peaked at $92K in Q2 2022. 227 funds tracked by Wall St. Rank hold NHI as of Q1 2023.

  • Money Concepts Capital reported no remaining National Health Investors position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,200 National Health Investors shares in Q1 2023, an estimated $62.7K.
  • Money Concepts Capital first reported a position in National Health Investors in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's National Health Investors position peaked at $92K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held National Health Investors as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.