MV Capital Management’s National Health Investors NHI Stock Holding History

MV Capital Management’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
2021 Q4	–	Sell	-507	Closed	-$27K	–	709
2021 Q3	$27K	Buy	+507	New	+$31.7K	﹤0.01%	272

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MV Capital Management's NHI Position: Q4 2021 in Review

MV Capital Management sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 507 shares — an estimated $27K sold.

MV Capital Management first reported a position in NHI in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

MV Capital Management reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
MV Capital Management sold 507 National Health Investors shares in Q4 2021, an estimated $27K.
MV Capital Management first reported a position in National Health Investors in Q3 2021 and held it in 1 quarter.
MV Capital Management's National Health Investors position peaked at $27K in Q3 2021.
228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on MV Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.