NA
NHI icon

Navellier & Associates’s National Health Investors NHI Stock Holding History

Navellier & Associates’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
2020
Q3 		– Sell
-6,807
Closed -$413K – 255
2020
Q2 		$413K Sell
6,807
-2,204
-24% -$121K 0.1% 150
2020
Q1 		$446K Sell
9,011
-288
-3% -$21.9K 0.1% 145
2019
Q4 		$758K Sell
9,299
-141
-1% -$11.5K 0.12% 159
2019
Q3 		$778K Buy
9,440
+1,987
+27% +$162K 0.13% 154
2019
Q2 		$582K Buy
7,453
+1,313
+21% +$102K 0.09% 174
2019
Q1 		$482K Buy
6,140
+785
+15% +$62.4K 0.07% 163
2018
Q4 		$405K Buy
5,355
+311
+6% +$23.4K 0.07% 160
2018
Q3 		$381K Buy
5,044
+163
+3% +$12.4K 0.05% 215
2018
Q2 		$360K Buy
4,881
+90
+2% +$6.36K 0.05% 228
2018
Q1 		$322K Sell
4,791
-49
-1% -$3.35K 0.05% 220
2017
Q4 		$365K Sell
4,840
-288
-6% -$22.4K 0.07% 210
2017
Q3 		$396K Sell
5,128
-219
-4% -$17.1K 0.08% 170
2017
Q2 		$423K Sell
5,347
-140
-3% -$10.6K 0.06% 208
2017
Q1 		$399K Buy
5,487
+371
+7% +$27.2K 0.06% 215
2016
Q4 		$379K Sell
5,116
-319
-6% -$23.4K 0.06% 197
2016
Q3 		$427K Buy
5,435
+2,093
+63% +$165K 0.06% 168
2016
Q2 		$251K Buy
+3,342
New +$232K 0.04% 202

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Navellier & Associates's NHI Position: Q3 2020 in Review

Navellier & Associates sold out of National Health Investors (NHI) in Q3 2020, closing a stake of 6,807 shares — an estimated $413K sold.

Navellier & Associates first reported a position in NHI in Q2 2016 and held it in 17 quarters. The position peaked at $778K in Q3 2019. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2020.

  • Navellier & Associates reported no remaining National Health Investors position as of Q3 2020 after selling out during the quarter.
  • Navellier & Associates sold 6,807 National Health Investors shares in Q3 2020, an estimated $413K.
  • Navellier & Associates first reported a position in National Health Investors in Q2 2016 and held it in 17 quarters.
  • Navellier & Associates's National Health Investors position peaked at $778K in Q3 2019.
  • 229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2020.

Based on Navellier & Associates's 13F filing for Q3 2020, filed 9 Nov 2020.